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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 | $90,691+406.9% | $76,119+503.9% | $145,884+215.1% |
| Participation rate | 30.0% | 74.5%-44.5pp | 69.1%-39.1pp | 80.3%-50.3pp |
| Annual return | 10.85% | 624.52%-613.7pp | 361.25%-350.4pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,812 | $3,329-45.6% | $2,693-32.7% | $4,662-61.1% |
| Participant deferral / active EE | $6,339 | $5,167+22.7% | $4,259+48.8% | $6,690-5.2% |
| Admin fee / account holder | $2,045 | $8,383-75.6% | $6,421-68.2% | $13,392-84.7% |