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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 | $554,145 | $103,000+438.0% | $90,300+513.7% | $152,885+262.5% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 24.30% | 95.19%-70.9pp | 78.11%-53.8pp | 345.39%-321.1pp |
| Employer contribution / active EE | $4,444 | $3,138+41.6% | $2,854+55.7% | $4,763-6.7% |
| Participant deferral / active EE | $6,303 | $4,281+47.2% | $3,884+62.3% | $5,851+7.7% |
| Admin fee / account holder | $1,349 | $6,173-78.1% | $5,353-74.8% | $11,598-88.4% |