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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 | $459,687 | $90,397+408.5% | $76,002+504.8% | $145,959+214.9% |
| Participation rate | 30.0% | 74.5%-44.5pp | 69.1%-39.1pp | 80.3%-50.3pp |
| Annual return | 10.85% | 621.97%-611.1pp | 360.07%-349.2pp | 561.95%-551.1pp |
| Employer contribution / active EE | $1,812 | $3,317-45.4% | $2,688-32.6% | $4,661-61.1% |
| Participant deferral / active EE | $6,339 | $5,163+22.8% | $4,257+48.9% | $6,689-5.2% |
| Admin fee / account holder | $2,045 | $8,369-75.6% | $6,414-68.1% | $13,398-84.7% |