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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 | $102,595+288.2% | $94,057+323.5% | $154,746+157.4% |
| Participation rate | 22.2% | 76.0%-53.8pp | 73.3%-51.1pp | 80.7%-58.5pp |
| Annual return | 15.52% | 583.42%-567.9pp | 480.62%-465.1pp | 172.34%-156.8pp |
| Employer contribution / active EE | $488 | $3,147-84.5% | $2,933-83.3% | $4,379-88.8% |
| Participant deferral / active EE | $7,395 | $5,118+44.5% | $4,709+57.0% | $6,730+9.9% |
| Admin fee / account holder | $2,457 | $7,736-68.2% | $7,244-66.1% | $14,365-82.9% |