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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 | $558,438 | $102,595+444.3% | $94,057+493.7% | $154,746+260.9% |
| Participation rate | 16.7% | 76.0%-59.3pp | 73.3%-56.7pp | 80.7%-64.0pp |
| Annual return | 15.11% | 583.42%-568.3pp | 480.62%-465.5pp | 172.34%-157.2pp |
| Employer contribution / active EE | $534 | $3,147-83.0% | $2,933-81.8% | $4,379-87.8% |
| Participant deferral / active EE | $6,280 | $5,118+22.7% | $4,709+33.3% | $6,730-6.7% |
| Admin fee / account holder | $1,463 | $7,736-81.1% | $7,244-79.8% | $14,365-89.8% |