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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 | $490,162 | $103,164+375.1% | $90,259+443.1% | $154,746+216.8% |
| Participation rate | 20.0% | 76.1%-56.1pp | 70.7%-50.7pp | 80.7%-60.7pp |
| Annual return | 14.31% | 19.25%-4.9pp | 18.88%-4.6pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,200 | $2,532-52.6% | $2,291-47.6% | $4,379-72.6% |
| Participant deferral / active EE | $3,500 | $4,422-20.8% | $3,827-8.5% | $6,730-48.0% |
| Admin fee / account holder | $5,119 | $8,593-40.4% | $7,267-29.6% | $14,365-64.4% |