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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 | $371,368 | $88,754+318.4% | $81,820+353.9% | $145,877+154.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 9.84% | 1031.77%-1021.9pp | 777.93%-768.1pp | 551.28%-541.4pp |
| Employer contribution / active EE | $4,239 | $3,085+37.4% | $2,915+45.4% | $4,663-9.1% |
| Participant deferral / active EE | $5,299 | $4,648+14.0% | $4,323+22.6% | $6,691-20.8% |
| Admin fee / account holder | $16,033 | $8,424+90.3% | $7,391+116.9% | $13,402+19.6% |