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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 | $90,489+408.0% | $76,051+504.4% | $145,978+214.9% |
| Participation rate | 30.0% | 74.5%-44.5pp | 69.1%-39.1pp | 80.3%-50.3pp |
| Annual return | 10.85% | 622.78%-611.9pp | 360.42%-349.6pp | 550.52%-539.7pp |
| Employer contribution / active EE | $1,812 | $3,319-45.4% | $2,690-32.6% | $4,662-61.1% |
| Participant deferral / active EE | $6,339 | $5,164+22.7% | $4,257+48.9% | $6,690-5.2% |
| Admin fee / account holder | $2,045 | $8,374-75.6% | $6,416-68.1% | $13,400-84.7% |