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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 | $517,805 | $208,088+148.8% | $186,193+178.1% | $154,746+234.6% |
| Participation rate | 55.6% | 80.0%-24.4pp | 77.1%-21.6pp | 80.7%-25.1pp |
| Annual return | 13.47% | 89.97%-76.5pp | 78.03%-64.6pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,012 | $4,340-76.7% | $3,918-74.2% | $4,379-76.9% |
| Participant deferral / active EE | $9,045 | $7,078+27.8% | $6,513+38.9% | $6,730+34.4% |
| Admin fee / account holder | $61,403 | $11,698+424.9% | $11,058+455.3% | $14,365+327.4% |