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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 | $489,430 | $166,268+194.4% | $165,100+196.4% | $145,897+235.5% |
| Participation rate | 27.3% | 82.0%-54.7pp | 78.6%-51.4pp | 80.3%-53.0pp |
| Annual return | 13.36% | 100.52%-87.2pp | 70.21%-56.9pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,988 | $5,284-62.4% | $4,348-54.3% | $4,663-57.4% |
| Participant deferral / active EE | $7,636 | $6,964+9.6% | $6,035+26.5% | $6,689+14.2% |
| Admin fee / account holder | $2,079 | $16,659-87.5% | $12,696-83.6% | $13,390-84.5% |