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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 | $273,089 | $88,815+207.5% | $81,882+233.5% | $145,897+87.2% |
| Participation rate | 47.4% | 75.1%-27.7pp | 72.4%-25.0pp | 80.3%-32.9pp |
| Annual return | 10.48% | 1033.75%-1023.3pp | 779.47%-769.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $1,104 | $3,086-64.2% | $2,916-62.1% | $4,663-76.3% |
| Participant deferral / active EE | $3,244 | $4,647-30.2% | $4,323-25.0% | $6,689-51.5% |
| Admin fee / account holder | $5,112 | $8,434-39.4% | $7,360-30.5% | $13,390-61.8% |