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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 | $423,495 | $102,422+313.5% | $147,117+187.9% | $80,959+423.1% |
| Participation rate | 61.1% | 75.9%-14.8pp | 82.2%-21.1pp | 67.7%-6.6pp |
| Annual return | 16.64% | 135.16%-118.5pp | 420.54%-403.9pp | 35.67%-19.0pp |
| Employer contribution / active EE | $3,880 | $3,717+4.4% | $4,932-21.3% | $2,757+40.7% |
| Participant deferral / active EE | $9,945 | $6,652+49.5% | $8,065+23.3% | $4,300+131.3% |
| Admin fee / account holder | $72,708 | $7,953+814.2% | $12,993+459.6% | $6,925+949.9% |