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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 | $88,702+207.9% | $81,780+233.9% | $145,978+87.1% |
| Participation rate | 47.4% | 75.0%-27.7pp | 72.4%-25.0pp | 80.3%-32.9pp |
| Annual return | 10.48% | 1029.12%-1018.6pp | 776.27%-765.8pp | 550.52%-540.0pp |
| Employer contribution / active EE | $1,104 | $3,084-64.2% | $2,914-62.1% | $4,662-76.3% |
| Participant deferral / active EE | $3,244 | $4,645-30.2% | $4,321-24.9% | $6,690-51.5% |
| Admin fee / account holder | $5,112 | $8,414-39.2% | $7,384-30.8% | $13,400-61.9% |