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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 | $320,006 | $72,426+341.8% | $67,560+373.7% | $145,897+119.3% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 11.75% | 7226.78%-7215.0pp | 3533.50%-3521.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,500 | $3,074-18.7% | $2,737-8.6% | $4,663-46.4% |
| Participant deferral / active EE | $13,678 | $4,785+185.8% | $4,004+241.6% | $6,689+104.5% |
| Admin fee / account holder | $510 | $5,514-90.8% | $3,994-87.2% | $13,390-96.2% |