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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 | $581,290 | $111,787+420.0% | $93,681+520.5% | $145,978+298.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 17.57% | 203.52%-185.9pp | 133.47%-115.9pp | 550.52%-532.9pp |
| Employer contribution / active EE | $799 | $3,093-74.2% | $2,422-67.0% | $4,662-82.9% |
| Participant deferral / active EE | $2,385 | $4,918-51.5% | $4,415-46.0% | $6,690-64.3% |
| Admin fee / account holder | $21,456 | $10,256+109.2% | $8,290+158.8% | $13,400+60.1% |