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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 | $527,339 | $67,823+677.5% | $52,425+905.9% | $137,256+284.2% |
| Participation rate | 15.4% | 63.9%-48.5pp | 55.6%-40.2pp | 80.0%-64.6pp |
| Annual return | 19.06% | 219.11%-200.0pp | 302.12%-283.1pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,040 | $1,163+75.4% | $914+123.2% | $4,156-50.9% |
| Participant deferral / active EE | $3,615 | $2,288+58.0% | $1,790+101.9% | $6,407-43.6% |
| Admin fee / account holder | $723 | $2,844-74.6% | $2,495-71.0% | $12,270-94.1% |