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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 | $364,559 | $136,214+167.6% | $98,775+269.1% | $167,536+117.6% |
| Participation rate | 50.0% | 70.2%-20.2pp | 65.7%-15.7pp | 82.1%-32.1pp |
| Annual return | 11.65% | 67.53%-55.9pp | 49.92%-38.3pp | 478.82%-467.2pp |
| Employer contribution / active EE | $1,776 | $2,631-32.5% | $2,067-14.1% | $4,839-63.3% |
| Participant deferral / active EE | $13,000 | $3,716+249.9% | $3,035+328.3% | $6,342+105.0% |
| Admin fee / account holder | $2,210 | $5,031-56.1% | $4,076-45.8% | $12,315-82.1% |