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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 | $405,411 | $183,539+120.9% | $155,556+160.6% | $145,897+177.9% |
| Participation rate | 64.7% | 82.7%-18.0pp | 78.2%-13.5pp | 80.3%-15.6pp |
| Annual return | 16.79% | 61.31%-44.5pp | 64.84%-48.1pp | 552.29%-535.5pp |
| Employer contribution / active EE | $1,607 | $5,315-69.8% | $4,675-65.6% | $4,663-65.5% |
| Participant deferral / active EE | $4,923 | $6,467-23.9% | $5,631-12.6% | $6,689-26.4% |
| Admin fee / account holder | $2,165 | $19,275-88.8% | $15,885-86.4% | $13,390-83.8% |