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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 | $171,492+167.4% | $150,734+204.2% | $198,609+130.9% |
| Participation rate | 61.5% | 81.4%-19.9pp | 78.4%-16.9pp | 82.4%-20.8pp |
| Annual return | 18.31% | 804.70%-786.4pp | 600.81%-582.5pp | 202.70%-184.4pp |
| Employer contribution / active EE | $1,786 | $5,470-67.4% | $4,918-63.7% | $5,055-64.7% |
| Participant deferral / active EE | $4,977 | $6,259-20.5% | $5,610-11.3% | $6,977-28.7% |
| Admin fee / account holder | $2,051 | $17,628-88.4% | $14,905-86.2% | $19,030-89.2% |