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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 | $377,158 | $102,422+268.2% | $147,117+156.4% | $80,959+365.9% |
| Participation rate | 51.4% | 75.9%-24.4pp | 82.2%-30.8pp | 67.7%-16.2pp |
| Annual return | 20.18% | 135.16%-115.0pp | 420.54%-400.4pp | 35.67%-15.5pp |
| Employer contribution / active EE | $8,523 | $3,717+129.3% | $4,932+72.8% | $2,757+209.1% |
| Participant deferral / active EE | $9,332 | $6,652+40.3% | $8,065+15.7% | $4,300+117.0% |
| Admin fee / account holder | $32,791 | $7,953+312.3% | $12,993+152.4% | $6,925+373.5% |