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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 | $475,210 | $72,071+559.4% | $68,368+595.1% | $137,256+246.2% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.0%-42.5pp |
| Annual return | 16.41% | 353.14%-336.7pp | 292.57%-276.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,874 | $2,788+39.0% | $2,649+46.3% | $4,156-6.8% |
| Participant deferral / active EE | $5,991 | $4,410+35.9% | $4,123+45.3% | $6,407-6.5% |
| Admin fee / account holder | $23,116 | $5,336+333.3% | $5,150+348.9% | $12,270+88.4% |