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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 | $478,784 | $76,608+525.0% | $56,077+753.8% | $145,877+228.2% |
| Participation rate | 22.2% | 63.2%-41.0pp | 52.5%-30.3pp | 80.3%-58.1pp |
| Annual return | 8.50% | 3009.59%-3001.1pp | 1709.28%-1700.8pp | 551.28%-542.8pp |
| Employer contribution / active EE | $649 | $1,382-53.0% | $1,040-37.6% | $4,663-86.1% |
| Participant deferral / active EE | $6,778 | $2,624+158.3% | $1,954+246.9% | $6,691+1.3% |
| Admin fee / account holder | $4,405 | $3,325+32.5% | $2,825+55.9% | $13,402-67.1% |