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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 | $254,282 | $176,786+43.8% | $146,643+73.4% | $167,536+51.8% |
| Participation rate | 35.7% | 83.6%-47.9pp | 80.1%-44.4pp | 82.1%-46.4pp |
| Annual return | 17.13% | 24.04%-6.9pp | 22.75%-5.6pp | 478.82%-461.7pp |
| Employer contribution / active EE | $1,706 | $5,161-66.9% | $4,137-58.8% | $4,839-64.7% |
| Participant deferral / active EE | $5,116 | $6,440-20.6% | $5,506-7.1% | $6,342-19.3% |
| Admin fee / account holder | $20,657 | $13,262+55.8% | $10,280+100.9% | $12,315+67.7% |