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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 | $393,303 | $160,028+145.8% | $147,080+167.4% | $145,884+169.6% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 10.65% | 98.60%-88.0pp | 420.17%-409.5pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,651 | $5,286-68.8% | $4,933-66.5% | $4,662-64.6% |
| Participant deferral / active EE | $6,264 | $8,422-25.6% | $8,066-22.3% | $6,690-6.4% |
| Admin fee / account holder | $3,899 | $15,030-74.1% | $12,989-70.0% | $13,392-70.9% |