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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 | $458,517 | $129,737+253.4% | $119,126+284.9% | $154,746+196.3% |
| Participation rate | 61.5% | 78.9%-17.3pp | 75.8%-14.2pp | 80.7%-19.2pp |
| Annual return | 18.31% | 379.08%-360.8pp | 282.11%-263.8pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,786 | $4,375-59.2% | $4,034-55.7% | $4,379-59.2% |
| Participant deferral / active EE | $4,977 | $5,842-14.8% | $5,318-6.4% | $6,730-26.1% |
| Admin fee / account holder | $2,051 | $11,961-82.9% | $10,693-80.8% | $14,365-85.7% |