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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 | $472,216 | $58,275+710.3% | $81,844+477.0% | $80,935+483.4% |
| Participation rate | 32.0% | 63.5%-31.5pp | 72.4%-40.4pp | 67.7%-35.7pp |
| Annual return | 28.40% | 41.82%-13.4pp | 778.87%-750.5pp | 35.66%-7.3pp |
| Employer contribution / active EE | $9,202 | $2,346+292.3% | $2,916+215.5% | $2,757+233.8% |
| Participant deferral / active EE | $8,926 | $3,285+171.7% | $4,323+106.4% | $4,299+107.6% |
| Admin fee / account holder | $103,329 | $4,749+2076.0% | $7,355+1304.8% | $6,924+1392.2% |