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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 | $459,509 | $102,938+346.4% | $94,105+388.3% | $138,895+230.8% |
| Participation rate | 20.0% | 74.6%-54.6pp | 71.9%-51.9pp | 79.9%-59.9pp |
| Annual return | 16.96% | 250.28%-233.3pp | 204.55%-187.6pp | 145.39%-128.4pp |
| Employer contribution / active EE | $775 | $2,732-71.6% | $2,504-69.1% | $4,194-81.5% |
| Participant deferral / active EE | $4,133 | $4,196-1.5% | $3,881+6.5% | $6,396-35.4% |
| Admin fee / account holder | $1,855 | $6,600-71.9% | $6,199-70.1% | $12,562-85.2% |