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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 | $616,816 | $72,426+751.7% | $67,560+813.0% | $145,897+322.8% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 23.65% | 7226.78%-7203.1pp | 3533.50%-3509.9pp | 552.29%-528.6pp |
| Employer contribution / active EE | $1,649 | $3,074-46.4% | $2,737-39.8% | $4,663-64.6% |
| Participant deferral / active EE | $19,039 | $4,785+297.9% | $4,004+375.5% | $6,689+184.6% |
| Admin fee / account holder | $8,131 | $5,514+47.5% | $3,994+103.6% | $13,390-39.3% |