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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 | $416,571 | $70,366+492.0% | $66,674+524.8% | $138,895+199.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 14.72% | 386.41%-371.7pp | 321.24%-306.5pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,423 | $2,765-48.5% | $2,620-45.7% | $4,194-66.1% |
| Participant deferral / active EE | $5,920 | $4,374+35.3% | $4,084+45.0% | $6,396-7.4% |
| Admin fee / account holder | $1,996 | $5,262-62.1% | $5,098-60.8% | $12,562-84.1% |