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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 | $436,708 | $152,619+186.1% | $125,195+248.8% | $152,909+185.6% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.5%-20.0pp |
| Annual return | 27.99% | 54.85%-26.9pp | 43.79%-15.8pp | 345.46%-317.5pp |
| Employer contribution / active EE | $1,142 | $4,947-76.9% | $3,866-70.5% | $4,764-76.0% |
| Participant deferral / active EE | $4,060 | $5,869-30.8% | $4,937-17.8% | $5,851-30.6% |
| Admin fee / account holder | $3,259 | $13,437-75.7% | $9,704-66.4% | $11,601-71.9% |