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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 | $291,021 | $102,663+183.5% | $86,216+237.5% | $139,466+108.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 17.73% | 1924.52%-1906.8pp | 1169.42%-1151.7pp | 373.66%-355.9pp |
| Employer contribution / active EE | $2,708 | $3,035-10.8% | $2,382+13.7% | $4,754-43.0% |
| Participant deferral / active EE | $4,536 | $4,677-3.0% | $3,986+13.8% | $6,712-32.4% |
| Admin fee / account holder | $13,970 | $8,663+61.3% | $6,853+103.8% | $11,409+22.5% |