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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 | $272,020 | $88,754+206.5% | $81,820+232.5% | $145,877+86.5% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 21.36% | 1031.77%-1010.4pp | 777.93%-756.6pp | 551.28%-529.9pp |
| Employer contribution / active EE | $2,118 | $3,085-31.3% | $2,915-27.3% | $4,663-54.6% |
| Participant deferral / active EE | $5,380 | $4,648+15.8% | $4,323+24.5% | $6,691-19.6% |
| Admin fee / account holder | $13,246 | $8,424+57.2% | $7,391+79.2% | $13,402-1.2% |