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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 | $398,862 | $88,815+349.1% | $81,882+387.1% | $145,897+173.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 12.77% | 1033.75%-1021.0pp | 779.47%-766.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $2,108 | $3,086-31.7% | $2,916-27.7% | $4,663-54.8% |
| Participant deferral / active EE | $20,000 | $4,647+330.4% | $4,323+362.6% | $6,689+199.0% |
| Admin fee / account holder | $5,443 | $8,434-35.5% | $7,360-26.0% | $13,390-59.4% |