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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 | $160,028+113.8% | $147,080+132.7% | $145,884+134.6% |
| Participation rate | 22.2% | 84.0%-61.8pp | 82.2%-60.0pp | 80.3%-58.1pp |
| Annual return | 13.62% | 98.60%-85.0pp | 420.17%-406.6pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,164 | $5,286-78.0% | $4,933-76.4% | $4,662-75.0% |
| Participant deferral / active EE | $10,863 | $8,422+29.0% | $8,066+34.7% | $6,690+62.4% |
| Admin fee / account holder | $105,982 | $15,030+605.1% | $12,989+715.9% | $13,392+691.4% |