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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 | $488,899 | $24,618+1885.9% | $71,585+583.0% | $82,637+491.6% |
| Participation rate | 8.5% | 68.2%-59.7pp | 68.2%-59.7pp | 68.1%-59.5pp |
| Annual return | 15.91% | 93.17%-77.3pp | 59.26%-43.3pp | 53.51%-37.6pp |
| Employer contribution / active EE | $310 | $852-63.6% | $1,669-81.4% | $2,552-87.9% |
| Participant deferral / active EE | $1,846 | $1,720+7.3% | $2,923-36.9% | $4,126-55.3% |
| Admin fee / account holder | $4,822 | $3,285+46.8% | $4,712+2.3% | $7,339-34.3% |