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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 | $430,208 | $157,276+173.5% | $141,177+204.7% | $152,885+181.4% |
| Participation rate | 68.8% | 84.8%-16.1pp | 82.5%-13.7pp | 82.5%-13.7pp |
| Annual return | 28.22% | 64.33%-36.1pp | 71.40%-43.2pp | 345.39%-317.2pp |
| Employer contribution / active EE | $2,265 | $5,262-57.0% | $4,736-52.2% | $4,763-52.4% |
| Participant deferral / active EE | $6,675 | $7,110-6.1% | $6,710-0.5% | $5,851+14.1% |
| Admin fee / account holder | $17,013 | $12,123+40.3% | $10,263+65.8% | $11,598+46.7% |