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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 | $322,567 | $114,093+182.7% | $96,171+235.4% | $167,536+92.5% |
| Participation rate | 33.3% | 75.1%-41.7pp | 68.4%-35.1pp | 82.1%-48.8pp |
| Annual return | 14.26% | 190.00%-175.7pp | 192.04%-177.8pp | 478.82%-464.6pp |
| Employer contribution / active EE | $1,087 | $3,429-68.3% | $2,799-61.2% | $4,839-77.5% |
| Participant deferral / active EE | $5,192 | $5,197-0.1% | $4,350+19.3% | $6,342-18.1% |
| Admin fee / account holder | $385 | $6,899-94.4% | $5,538-93.0% | $12,315-96.9% |