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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 | $438,780 | $129,476+238.9% | $93,515+369.2% | $158,982+176.0% |
| Participation rate | 28.6% | 71.0%-42.4pp | 66.8%-38.2pp | 82.0%-53.4pp |
| Annual return | 22.52% | 118.56%-96.0pp | 78.21%-55.7pp | 302.99%-280.5pp |
| Employer contribution / active EE | $367 | $2,717-86.5% | $2,077-82.3% | $4,763-92.3% |
| Participant deferral / active EE | $367 | $3,916-90.6% | $3,129-88.3% | $5,983-93.9% |
| Admin fee / account holder | $7,056 | $7,396-4.6% | $5,235+34.8% | $11,252-37.3% |