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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 | $515,838 | $88,754+481.2% | $81,820+530.5% | $145,877+253.6% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 12.71% | 1031.77%-1019.1pp | 777.93%-765.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,232 | $3,085-60.1% | $2,915-57.8% | $4,663-73.6% |
| Participant deferral / active EE | $10,753 | $4,648+131.4% | $4,323+148.8% | $6,691+60.7% |
| Admin fee / account holder | $3,831 | $8,424-54.5% | $7,391-48.2% | $13,402-71.4% |