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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 | $553,054 | $76,608+621.9% | $56,077+886.2% | $145,877+279.1% |
| Participation rate | 9.1% | 63.2%-54.2pp | 52.5%-43.4pp | 80.3%-71.2pp |
| Annual return | 12.72% | 3009.59%-2996.9pp | 1709.28%-1696.6pp | 551.28%-538.6pp |
| Employer contribution / active EE | $142 | $1,382-89.7% | $1,040-86.4% | $4,663-97.0% |
| Participant deferral / active EE | $1,182 | $2,624-55.0% | $1,954-39.5% | $6,691-82.3% |
| Admin fee / account holder | $4,550 | $3,325+36.8% | $2,825+61.1% | $13,402-66.1% |