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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 | $458,695 | $155,840+194.3% | $124,694+267.9% | $167,553+173.8% |
| Participation rate | 37.5% | 81.1%-43.6pp | 74.6%-37.1pp | 82.1%-44.6pp |
| Annual return | 11.99% | 17.98%-6.0pp | 5144.82%-5132.8pp | 478.89%-466.9pp |
| Employer contribution / active EE | $2,151 | $4,165-48.4% | $3,325-35.3% | $4,840-55.6% |
| Participant deferral / active EE | $5,688 | $5,675+0.2% | $4,615+23.2% | $6,343-10.3% |
| Admin fee / account holder | $4,432 | $9,536-53.5% | $7,495-40.9% | $12,316-64.0% |