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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 | $601,282 | $160,070+275.6% | $147,117+308.7% | $145,897+312.1% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 14.35% | 98.69%-84.3pp | 420.54%-406.2pp | 552.29%-537.9pp |
| Employer contribution / active EE | $2,444 | $5,285-53.8% | $4,932-50.5% | $4,663-47.6% |
| Participant deferral / active EE | $6,100 | $8,419-27.5% | $8,065-24.4% | $6,689-8.8% |
| Admin fee / account holder | $24,180 | $15,035+60.8% | $12,993+86.1% | $13,390+80.6% |