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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 | $493,689 | $217,432+127.1% | $185,849+165.6% | $167,536+194.7% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 15.40% | 148.42%-133.0pp | 122.10%-106.7pp | 478.82%-463.4pp |
| Employer contribution / active EE | $3,262 | $5,875-44.5% | $5,169-36.9% | $4,839-32.6% |
| Participant deferral / active EE | $6,680 | $6,357+5.1% | $5,569+20.0% | $6,342+5.3% |
| Admin fee / account holder | $4,045 | $19,818-79.6% | $16,244-75.1% | $12,315-67.2% |