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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 | $450,424 | $176,105+155.8% | $159,474+182.4% | $167,536+168.9% |
| Participation rate | 42.9% | 85.0%-42.1pp | 82.8%-40.0pp | 82.1%-39.3pp |
| Annual return | 19.55% | 331.91%-312.4pp | 263.68%-244.1pp | 478.82%-459.3pp |
| Employer contribution / active EE | $1,550 | $5,299-70.7% | $4,831-67.9% | $4,839-68.0% |
| Participant deferral / active EE | $3,857 | $7,751-50.2% | $7,353-47.5% | $6,342-39.2% |
| Admin fee / account holder | $3,633 | $12,559-71.1% | $10,802-66.4% | $12,315-70.5% |