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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 | $365,377 | $150,435+142.9% | $120,580+203.0% | $145,897+150.4% |
| Participation rate | 45.0% | 78.8%-33.8pp | 72.0%-27.0pp | 80.3%-35.3pp |
| Annual return | 13.31% | 154.60%-141.3pp | 107.48%-94.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,554 | $4,352-64.3% | $3,469-55.2% | $4,663-66.7% |
| Participant deferral / active EE | $5,777 | $6,174-6.4% | $4,995+15.6% | $6,689-13.6% |
| Admin fee / account holder | $13,537 | $12,182+11.1% | $9,418+43.7% | $13,390+1.1% |