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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 | $437,111 | $160,070+173.1% | $147,117+197.1% | $145,897+199.6% |
| Participation rate | 45.0% | 84.0%-39.0pp | 82.2%-37.2pp | 80.3%-35.3pp |
| Annual return | 19.96% | 98.69%-78.7pp | 420.54%-400.6pp | 552.29%-532.3pp |
| Employer contribution / active EE | $1,816 | $5,285-65.6% | $4,932-63.2% | $4,663-61.1% |
| Participant deferral / active EE | $5,866 | $8,419-30.3% | $8,065-27.3% | $6,689-12.3% |
| Admin fee / account holder | $15,690 | $15,035+4.4% | $12,993+20.8% | $13,390+17.2% |