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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 | $321,343 | $166,020+93.6% | $164,866+94.9% | $145,959+120.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 13.66% | 100.08%-86.4pp | 69.97%-56.3pp | 561.95%-548.3pp |
| Employer contribution / active EE | $1,707 | $5,275-67.6% | $4,343-60.7% | $4,661-63.4% |
| Participant deferral / active EE | $5,864 | $6,961-15.8% | $6,033-2.8% | $6,689-12.3% |
| Admin fee / account holder | $1,993 | $16,644-88.0% | $12,689-84.3% | $13,398-85.1% |