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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 | $845,614 | $132,099+540.1% | $115,599+631.5% | $138,895+508.8% |
| Participation rate | 45.5% | 77.9%-32.4pp | 74.3%-28.8pp | 79.9%-34.5pp |
| Annual return | 17.91% | 176.76%-158.8pp | 111.10%-93.2pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,945 | $3,416-43.1% | $2,955-34.2% | $4,194-53.6% |
| Participant deferral / active EE | $6,442 | $5,617+14.7% | $4,889+31.7% | $6,396+0.7% |
| Admin fee / account holder | $3,275 | $15,650-79.1% | $12,841-74.5% | $12,562-73.9% |