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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 | $88,754+207.7% | $81,820+233.8% | $145,877+87.2% |
| Participation rate | 47.4% | 75.1%-27.7pp | 72.4%-25.0pp | 80.3%-32.9pp |
| Annual return | 10.48% | 1031.77%-1021.3pp | 777.93%-767.5pp | 551.28%-540.8pp |
| Employer contribution / active EE | $1,104 | $3,085-64.2% | $2,915-62.1% | $4,663-76.3% |
| Participant deferral / active EE | $3,244 | $4,648-30.2% | $4,323-25.0% | $6,691-51.5% |
| Admin fee / account holder | $5,112 | $8,424-39.3% | $7,391-30.8% | $13,402-61.9% |