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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 | $423,251 | $70,366+501.5% | $66,674+534.8% | $138,895+204.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 19.10% | 386.41%-367.3pp | 321.24%-302.1pp | 145.39%-126.3pp |
| Employer contribution / active EE | $1,307 | $2,765-52.7% | $2,620-50.1% | $4,194-68.8% |
| Participant deferral / active EE | $6,898 | $4,374+57.7% | $4,084+68.9% | $6,396+7.8% |
| Admin fee / account holder | $2,880 | $5,262-45.3% | $5,098-43.5% | $12,562-77.1% |