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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 | $278,458 | $154,193+80.6% | $130,045+114.1% | $139,466+99.7% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.5%-38.5pp | 80.3%-40.3pp |
| Annual return | 16.47% | 32.51%-16.0pp | -137.30%+153.8pp | 373.66%-357.2pp |
| Employer contribution / active EE | $3,559 | $5,292-32.8% | $4,321-17.7% | $4,754-25.1% |
| Participant deferral / active EE | $8,326 | $6,709+24.1% | $5,820+43.1% | $6,712+24.1% |
| Admin fee / account holder | $4,681 | $13,989-66.5% | $10,600-55.8% | $11,409-59.0% |