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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 | $530,276 | $226,105+134.5% | $182,540+190.5% | $152,897+246.8% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.0%-22.4pp | 82.5%-26.9pp |
| Annual return | 21.47% | 192.58%-171.1pp | 148.58%-127.1pp | 345.43%-324.0pp |
| Employer contribution / active EE | $728 | $4,978-85.4% | $4,076-82.1% | $4,764-84.7% |
| Participant deferral / active EE | $7,277 | $6,370+14.3% | $5,525+31.7% | $5,851+24.4% |
| Admin fee / account holder | $7,486 | $10,706-30.1% | $8,593-12.9% | $11,599-35.5% |