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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 | $296,765 | $102,696+189.0% | $86,235+244.1% | $139,487+112.8% |
| Participation rate | 20.0% | 74.5%-54.5pp | 69.0%-49.0pp | 80.3%-60.3pp |
| Annual return | 13.03% | 1925.91%-1912.9pp | 1170.03%-1157.0pp | 373.84%-360.8pp |
| Employer contribution / active EE | $1,140 | $3,034-62.4% | $2,381-52.1% | $4,755-76.0% |
| Participant deferral / active EE | $4,500 | $4,679-3.8% | $3,987+12.9% | $6,713-33.0% |
| Admin fee / account holder | $3,610 | $8,667-58.3% | $6,856-47.3% | $11,407-68.4% |