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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $371,818 | $154,209+141.1% | $130,062+185.9% | $139,487+166.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 16.92% | 32.52%-15.6pp | -137.37%+154.3pp | 373.84%-356.9pp |
| Employer contribution / active EE | $1,829 | $5,292-65.4% | $4,322-57.7% | $4,755-61.5% |
| Participant deferral / active EE | $10,376 | $6,709+54.7% | $5,821+78.3% | $6,713+54.6% |
| Admin fee / account holder | $5,471 | $13,988-60.9% | $10,601-48.4% | $11,407-52.0% |