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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 | $350,309 | $88,778+294.6% | $81,844+328.0% | $145,884+140.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 15.27% | 1033.03%-1017.8pp | 778.87%-763.6pp | 551.85%-536.6pp |
| Employer contribution / active EE | $2,039 | $3,087-34.0% | $2,916-30.1% | $4,662-56.3% |
| Participant deferral / active EE | $8,480 | $4,648+82.4% | $4,323+96.1% | $6,690+26.8% |
| Admin fee / account holder | $1,565 | $8,430-81.4% | $7,355-78.7% | $13,392-88.3% |