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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 | $410,508 | $65,555+526.2% | $86,216+376.1% | $75,173+446.1% |
| Participation rate | 15.4% | 60.5%-45.1pp | 69.0%-53.6pp | 67.2%-51.8pp |
| Annual return | 22.71% | 46.07%-23.4pp | 1169.42%-1146.7pp | 160.72%-138.0pp |
| Employer contribution / active EE | $548 | $1,553-64.7% | $2,382-77.0% | $2,671-79.5% |
| Participant deferral / active EE | $2,684 | $3,023-11.2% | $3,986-32.7% | $4,126-35.0% |
| Admin fee / account holder | $1,427 | $5,469-73.9% | $6,853-79.2% | $5,651-74.7% |