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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 | $344,584 | $202,342+70.3% | $172,752+99.5% | $152,897+125.4% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 23.34% | 1029.83%-1006.5pp | 802.97%-779.6pp | 345.43%-322.1pp |
| Employer contribution / active EE | $1,592 | $5,858-72.8% | $5,144-69.0% | $4,764-66.6% |
| Participant deferral / active EE | $3,580 | $5,948-39.8% | $5,198-31.1% | $5,851-38.8% |
| Admin fee / account holder | $2,354 | $17,111-86.2% | $13,955-83.1% | $11,599-79.7% |