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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 | $334,345 | $88,702+276.9% | $81,780+308.8% | $145,978+129.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 17.44% | 1029.12%-1011.7pp | 776.27%-758.8pp | 550.52%-533.1pp |
| Employer contribution / active EE | $1,575 | $3,084-48.9% | $2,914-45.9% | $4,662-66.2% |
| Participant deferral / active EE | $7,325 | $4,645+57.7% | $4,321+69.5% | $6,690+9.5% |
| Admin fee / account holder | $4,343 | $8,414-48.4% | $7,384-41.2% | $13,400-67.6% |