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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 | $406,209 | $115,814+250.7% | $101,275+301.1% | $158,982+155.5% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 14.64% | 56.16%-41.5pp | 46.48%-31.8pp | 302.99%-288.3pp |
| Employer contribution / active EE | $833 | $4,176-80.0% | $3,660-77.2% | $4,763-82.5% |
| Participant deferral / active EE | $5,705 | $4,958+15.1% | $4,371+30.5% | $5,983-4.7% |
| Admin fee / account holder | $3,139 | $7,249-56.7% | $5,948-47.2% | $11,252-72.1% |