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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 | $554,012 | $124,336+345.6% | $111,303+397.7% | $167,518+230.7% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 18.19% | 37.45%-19.3pp | 54.66%-36.5pp | 478.71%-460.5pp |
| Employer contribution / active EE | $4,680 | $3,436+36.2% | $2,731+71.3% | $4,838-3.3% |
| Participant deferral / active EE | $8,970 | $5,181+73.1% | $4,487+99.9% | $6,342+41.4% |
| Admin fee / account holder | $3,008 | $10,623-71.7% | $7,966-62.2% | $12,312-75.6% |