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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 | $564,006 | $111,787+404.5% | $93,681+502.0% | $145,978+286.4% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 17.27% | 203.52%-186.2pp | 133.47%-116.2pp | 550.52%-533.2pp |
| Employer contribution / active EE | $1,612 | $3,093-47.9% | $2,422-33.5% | $4,662-65.4% |
| Participant deferral / active EE | $10,100 | $4,918+105.4% | $4,415+128.8% | $6,690+51.0% |
| Admin fee / account holder | $4,265 | $10,256-58.4% | $8,290-48.6% | $13,400-68.2% |