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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 | $559,838 | $181,062+209.2% | $158,223+253.8% | $155,188+260.7% |
| Participation rate | 28.6% | 82.7%-54.1pp | 79.2%-50.6pp | 80.8%-52.2pp |
| Annual return | 17.65% | 57.39%-39.7pp | 52.09%-34.4pp | 148.84%-131.2pp |
| Employer contribution / active EE | $1,287 | $4,565-71.8% | $4,109-68.7% | $4,248-69.7% |
| Participant deferral / active EE | $5,705 | $6,134-7.0% | $5,467+4.4% | $6,531-12.6% |
| Admin fee / account holder | $56,282 | $18,825+199.0% | $16,047+250.7% | $14,480+288.7% |