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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 | $398,307 | $72,071+452.7% | $68,368+482.6% | $137,256+190.2% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.8%-51.5pp | 80.0%-57.7pp |
| Annual return | 15.52% | 353.14%-337.6pp | 292.57%-277.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $488 | $2,788-82.5% | $2,649-81.6% | $4,156-88.2% |
| Participant deferral / active EE | $7,395 | $4,410+67.7% | $4,123+79.4% | $6,407+15.4% |
| Admin fee / account holder | $2,457 | $5,336-54.0% | $5,150-52.3% | $12,270-80.0% |