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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 | $598,104 | $53,128+1025.8% | $86,582+590.8% | $70,126+752.9% |
| Participation rate | 17.2% | 65.3%-48.1pp | 73.5%-56.4pp | 69.5%-52.4pp |
| Annual return | 16.25% | 27.66%-11.4pp | 965.08%-948.8pp | 73.15%-56.9pp |
| Employer contribution / active EE | $4,095 | $2,068+98.0% | $2,839+44.2% | $2,343+74.8% |
| Participant deferral / active EE | $962 | $2,695-64.3% | $3,609-73.3% | $3,332-71.1% |
| Admin fee / account holder | $29,195 | $3,584+714.7% | $4,904+495.3% | $4,645+528.5% |