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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 | $280,135 | $169,161+65.6% | $129,295+116.7% | $145,959+91.9% |
| Participation rate | 27.8% | 76.5%-48.7pp | 69.6%-41.8pp | 80.3%-52.5pp |
| Annual return | 13.97% | 14348.07%-14334.1pp | 9429.28%-9415.3pp | 561.95%-548.0pp |
| Employer contribution / active EE | $573 | $5,543-89.7% | $4,157-86.2% | $4,661-87.7% |
| Participant deferral / active EE | $1,559 | $4,989-68.7% | $4,169-62.6% | $6,689-76.7% |
| Admin fee / account holder | $5,022 | $9,878-49.2% | $7,665-34.5% | $13,398-62.5% |