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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 | $483,417 | $136,433+254.3% | $98,864+389.0% | $167,553+188.5% |
| Participation rate | 42.9% | 70.3%-27.4pp | 65.7%-22.9pp | 82.1%-39.3pp |
| Annual return | 17.37% | 67.76%-50.4pp | 50.03%-32.7pp | 478.89%-461.5pp |
| Employer contribution / active EE | $4,495 | $2,636+70.5% | $2,070+117.2% | $4,840-7.1% |
| Participant deferral / active EE | $11,143 | $3,721+199.4% | $3,037+266.9% | $6,343+75.7% |
| Admin fee / account holder | $1,271 | $5,039-74.8% | $4,080-68.8% | $12,316-89.7% |