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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 | $452,557 | $88,754+409.9% | $81,820+453.1% | $145,877+210.2% |
| Participation rate | 44.4% | 75.1%-30.6pp | 72.4%-27.9pp | 80.3%-35.9pp |
| Annual return | 13.58% | 1031.77%-1018.2pp | 777.93%-764.4pp | 551.28%-537.7pp |
| Employer contribution / active EE | $1,012 | $3,085-67.2% | $2,915-65.3% | $4,663-78.3% |
| Participant deferral / active EE | $7,418 | $4,648+59.6% | $4,323+71.6% | $6,691+10.9% |
| Admin fee / account holder | $4,028 | $8,424-52.2% | $7,391-45.5% | $13,402-69.9% |