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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 | $766,270 | $110,039+596.4% | $97,260+687.9% | $145,884+425.3% |
| Participation rate | 14.3% | 75.9%-61.6pp | 72.7%-58.4pp | 80.3%-66.0pp |
| Annual return | 14.27% | 244.44%-230.2pp | 75.54%-61.3pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,163 | $3,074-62.2% | $2,721-57.3% | $4,662-75.1% |
| Participant deferral / active EE | $3,416 | $4,674-26.9% | $4,262-19.8% | $6,690-48.9% |
| Admin fee / account holder | $5,448 | $6,204-12.2% | $5,640-3.4% | $13,392-59.3% |