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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 | $424,793 | $88,778+378.5% | $81,844+419.0% | $145,884+191.2% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 28.19% | 1033.03%-1004.8pp | 778.87%-750.7pp | 551.85%-523.7pp |
| Employer contribution / active EE | $1,668 | $3,087-46.0% | $2,916-42.8% | $4,662-64.2% |
| Participant deferral / active EE | $6,100 | $4,648+31.2% | $4,323+41.1% | $6,690-8.8% |
| Admin fee / account holder | $736 | $8,430-91.3% | $7,355-90.0% | $13,392-94.5% |