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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 | $320,823 | $129,737+147.3% | $119,126+169.3% | $154,746+107.3% |
| Participation rate | 25.0% | 78.9%-53.9pp | 75.8%-50.8pp | 80.7%-55.7pp |
| Annual return | 12.45% | 379.08%-366.6pp | 282.11%-269.7pp | 172.34%-159.9pp |
| Employer contribution / active EE | $1,249 | $4,375-71.5% | $4,034-69.0% | $4,379-71.5% |
| Participant deferral / active EE | $2,185 | $5,842-62.6% | $5,318-58.9% | $6,730-67.5% |
| Admin fee / account holder | $3,838 | $11,961-67.9% | $10,693-64.1% | $14,365-73.3% |