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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 | $658,938 | $118,877+454.3% | $96,570+582.3% | $167,536+293.3% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.8%-29.8pp | 82.1%-42.1pp |
| Annual return | 28.52% | 50.50%-22.0pp | 37.79%-9.3pp | 478.82%-450.3pp |
| Employer contribution / active EE | $1,803 | $3,121-42.2% | $2,357-23.5% | $4,839-62.7% |
| Participant deferral / active EE | $5,600 | $4,617+21.3% | $3,849+45.5% | $6,342-11.7% |
| Admin fee / account holder | $10,958 | $8,069+35.8% | $6,182+77.2% | $12,315-11.0% |