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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 | $418,707 | $156,963+166.8% | $121,204+245.5% | $139,466+200.2% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 13.22% | 1476.75%-1463.5pp | 987.18%-974.0pp | 373.66%-360.4pp |
| Employer contribution / active EE | $1,604 | $5,544-71.1% | $4,170-61.5% | $4,754-66.3% |
| Participant deferral / active EE | $7,281 | $4,848+50.2% | $4,083+78.3% | $6,712+8.5% |
| Admin fee / account holder | $654 | $6,953-90.6% | $5,651-88.4% | $11,409-94.3% |