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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 | $430,903 | $108,882+295.8% | $96,754+345.4% | $154,746+178.5% |
| Participation rate | 18.8% | 75.1%-56.3pp | 70.3%-51.5pp | 80.7%-62.0pp |
| Annual return | 16.82% | 98.39%-81.6pp | 82.04%-65.2pp | 172.34%-155.5pp |
| Employer contribution / active EE | $820 | $3,018-72.8% | $2,679-69.4% | $4,379-81.3% |
| Participant deferral / active EE | $1,824 | $5,323-65.7% | $4,758-61.7% | $6,730-72.9% |
| Admin fee / account holder | $145,200 | $10,200+1323.5% | $8,905+1530.6% | $14,365+910.8% |