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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 | $349,319 | $49,199+610.0% | $121,204+188.2% | $75,173+364.7% |
| Participation rate | 37.0% | 55.4%-18.5pp | 69.5%-32.6pp | 67.2%-30.2pp |
| Annual return | 17.08% | 56.04%-39.0pp | 987.18%-970.1pp | 160.72%-143.6pp |
| Employer contribution / active EE | $737 | $1,547-52.4% | $4,170-82.3% | $2,671-72.4% |
| Participant deferral / active EE | $3,243 | $2,630+23.3% | $4,083-20.6% | $4,126-21.4% |
| Admin fee / account holder | $5,131 | $3,946+30.0% | $5,651-9.2% | $5,651-9.2% |