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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 | $839,582 | $157,304+433.7% | $141,197+494.6% | $152,909+449.1% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 15.23% | 64.34%-49.1pp | 71.41%-56.2pp | 345.46%-330.2pp |
| Employer contribution / active EE | $2,343 | $5,263-55.5% | $4,736-50.5% | $4,764-50.8% |
| Participant deferral / active EE | $5,358 | $7,111-24.7% | $6,710-20.2% | $5,851-8.4% |
| Admin fee / account holder | $70,248 | $12,126+479.3% | $10,265+584.4% | $11,601+505.5% |