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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 | $389,168 | $68,097+471.5% | $62,929+518.4% | $137,256+183.5% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 18.30% | 1859.11%-1840.8pp | 1063.93%-1045.6pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,866 | $2,811-33.6% | $2,505-25.5% | $4,156-55.1% |
| Participant deferral / active EE | $3,428 | $4,553-24.7% | $3,888-11.8% | $6,407-46.5% |
| Admin fee / account holder | $510 | $6,521-92.2% | $5,065-89.9% | $12,270-95.8% |