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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 | $399,341 | $88,778+349.8% | $81,844+387.9% | $145,884+173.7% |
| Participation rate | 53.3% | 75.1%-21.7pp | 72.4%-19.0pp | 80.3%-27.0pp |
| Annual return | 14.06% | 1033.03%-1019.0pp | 778.87%-764.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,445 | $3,087-53.2% | $2,916-50.5% | $4,662-69.0% |
| Participant deferral / active EE | $2,685 | $4,648-42.2% | $4,323-37.9% | $6,690-59.9% |
| Admin fee / account holder | $5,133 | $8,430-39.1% | $7,355-30.2% | $13,392-61.7% |