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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 | $425,605 | $157,304+170.6% | $141,197+201.4% | $152,909+178.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 21.67% | 64.34%-42.7pp | 71.41%-49.7pp | 345.46%-323.8pp |
| Employer contribution / active EE | $3,544 | $5,263-32.7% | $4,736-25.2% | $4,764-25.6% |
| Participant deferral / active EE | $13,732 | $7,111+93.1% | $6,710+104.6% | $5,851+134.7% |
| Admin fee / account holder | $5,203 | $12,126-57.1% | $10,265-49.3% | $11,601-55.2% |