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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 | $454,955 | $183,516+147.9% | $155,534+192.5% | $145,884+211.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 9.90% | 61.43%-51.5pp | 64.92%-55.0pp | 551.85%-541.9pp |
| Employer contribution / active EE | $1,946 | $5,315-63.4% | $4,675-58.4% | $4,662-58.3% |
| Participant deferral / active EE | $13,784 | $6,467+113.2% | $5,630+144.8% | $6,690+106.0% |
| Admin fee / account holder | $6,698 | $19,293-65.3% | $15,900-57.9% | $13,392-50.0% |