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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 | $508,488 | $125,190+306.2% | $105,624+381.4% | $145,897+248.5% |
| Participation rate | 25.0% | 77.6%-52.6pp | 75.3%-50.3pp | 80.3%-55.3pp |
| Annual return | 20.93% | 225.22%-204.3pp | 116.20%-95.3pp | 552.29%-531.4pp |
| Employer contribution / active EE | $1,062 | $3,720-71.5% | $3,168-66.5% | $4,663-77.2% |
| Participant deferral / active EE | $5,986 | $5,716+4.7% | $5,013+19.4% | $6,689-10.5% |
| Admin fee / account holder | $3,623 | $17,138-78.9% | $10,961-66.9% | $13,390-72.9% |