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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 | $474,409 | $88,815+434.2% | $81,882+479.4% | $145,897+225.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 16.35% | 1033.75%-1017.4pp | 779.47%-763.1pp | 552.29%-535.9pp |
| Employer contribution / active EE | $1,046 | $3,086-66.1% | $2,916-64.1% | $4,663-77.6% |
| Participant deferral / active EE | $16,616 | $4,647+257.5% | $4,323+284.3% | $6,689+148.4% |
| Admin fee / account holder | $331 | $8,434-96.1% | $7,360-95.5% | $13,390-97.5% |