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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 | $387,445 | $72,071+437.6% | $68,368+466.7% | $137,256+182.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 19.62% | 353.14%-333.5pp | 292.57%-273.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,393 | $2,788-50.0% | $2,649-47.4% | $4,156-66.5% |
| Participant deferral / active EE | $10,455 | $4,410+137.1% | $4,123+153.6% | $6,407+63.2% |
| Admin fee / account holder | $1,653 | $5,336-69.0% | $5,150-67.9% | $12,270-86.5% |