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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 | $678,118 | $96,419+603.3% | $80,648+740.8% | $139,487+386.2% |
| Participation rate | 12.5% | 73.6%-61.1pp | 67.0%-54.5pp | 80.3%-67.8pp |
| Annual return | 17.82% | 1352.86%-1335.0pp | 937.21%-919.4pp | 373.84%-356.0pp |
| Employer contribution / active EE | $1,130 | $3,261-65.3% | $2,724-58.5% | $4,755-76.2% |
| Participant deferral / active EE | $2,813 | $5,225-46.2% | $4,443-36.7% | $6,713-58.1% |
| Admin fee / account holder | $36,249 | $6,605+448.8% | $5,382+573.5% | $11,407+217.8% |