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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 | $353,804 | $49,199+619.1% | $121,210+191.9% | $75,177+370.6% |
| Participation rate | 24.5% | 55.4%-30.9pp | 69.5%-45.1pp | 67.2%-42.7pp |
| Annual return | 15.63% | 56.04%-40.4pp | 987.41%-971.8pp | 160.75%-145.1pp |
| Employer contribution / active EE | $1,253 | $1,547-19.0% | $4,171-70.0% | $2,671-53.1% |
| Participant deferral / active EE | $2,954 | $2,630+12.3% | $4,084-27.7% | $4,126-28.4% |
| Admin fee / account holder | $11,585 | $3,946+193.6% | $5,647+105.1% | $5,651+105.0% |