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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 | $338,994 | $154,193+119.9% | $130,045+160.7% | $139,466+143.1% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 16.73% | 32.51%-15.8pp | -137.30%+154.0pp | 373.66%-356.9pp |
| Employer contribution / active EE | $3,045 | $5,292-42.5% | $4,321-29.5% | $4,754-35.9% |
| Participant deferral / active EE | $10,127 | $6,709+51.0% | $5,820+74.0% | $6,712+50.9% |
| Admin fee / account holder | $1,150 | $13,989-91.8% | $10,600-89.2% | $11,409-89.9% |