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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 | $417,397 | $166,268+151.0% | $165,100+152.8% | $145,897+186.1% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 11.10% | 100.52%-89.4pp | 70.21%-59.1pp | 552.29%-541.2pp |
| Employer contribution / active EE | $3,330 | $5,284-37.0% | $4,348-23.4% | $4,663-28.6% |
| Participant deferral / active EE | $13,304 | $6,964+91.0% | $6,035+120.4% | $6,689+98.9% |
| Admin fee / account holder | $39,079 | $16,659+134.6% | $12,696+207.8% | $13,390+191.8% |