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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 | $572,253 | $72,071+694.0% | $68,368+737.0% | $137,256+316.9% |
| Participation rate | 12.5% | 76.2%-63.7pp | 73.8%-61.3pp | 80.0%-67.5pp |
| Annual return | 16.01% | 353.14%-337.1pp | 292.57%-276.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $795 | $2,788-71.5% | $2,649-70.0% | $4,156-80.9% |
| Participant deferral / active EE | $3,875 | $4,410-12.1% | $4,123-6.0% | $6,407-39.5% |
| Admin fee / account holder | $3,416 | $5,336-36.0% | $5,150-33.7% | $12,270-72.2% |