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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 | $72,071+478.0% | $68,368+509.3% | $137,256+203.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 14.72% | 353.14%-338.4pp | 292.57%-277.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,423 | $2,788-49.0% | $2,649-46.3% | $4,156-65.8% |
| Participant deferral / active EE | $5,920 | $4,410+34.2% | $4,123+43.6% | $6,407-7.6% |
| Admin fee / account holder | $1,996 | $5,336-62.6% | $5,150-61.2% | $12,270-83.7% |