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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 | $342,216 | $160,070+113.8% | $147,117+132.6% | $145,897+134.6% |
| Participation rate | 22.2% | 84.0%-61.8pp | 82.2%-60.0pp | 80.3%-58.1pp |
| Annual return | 13.62% | 98.69%-85.1pp | 420.54%-406.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $1,164 | $5,285-78.0% | $4,932-76.4% | $4,663-75.0% |
| Participant deferral / active EE | $10,863 | $8,419+29.0% | $8,065+34.7% | $6,689+62.4% |
| Admin fee / account holder | $105,982 | $15,035+604.9% | $12,993+715.7% | $13,390+691.5% |