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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 | $166,131+93.4% | $164,975+94.8% | $145,877+120.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 13.66% | 100.37%-86.7pp | 70.12%-56.5pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,707 | $5,276-67.6% | $4,343-60.7% | $4,663-63.4% |
| Participant deferral / active EE | $5,864 | $6,962-15.8% | $6,033-2.8% | $6,691-12.4% |
| Admin fee / account holder | $1,993 | $16,648-88.0% | $12,688-84.3% | $13,402-85.1% |