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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 | $511,751 | $112,935+353.1% | $90,970+462.5% | $158,966+221.9% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 24.01% | 215.79%-191.8pp | 134.58%-110.6pp | 302.95%-278.9pp |
| Employer contribution / active EE | $1,250 | $2,895-56.8% | $2,122-41.1% | $4,762-73.8% |
| Participant deferral / active EE | $3,000 | $4,129-27.3% | $3,373-11.1% | $5,983-49.9% |
| Admin fee / account holder | $5,512 | $8,045-31.5% | $5,960-7.5% | $11,250-51.0% |