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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 | $579,444 | $96,678+499.4% | $86,640+568.8% | $139,466+315.5% |
| Participation rate | 42.9% | 74.4%-31.6pp | 71.7%-28.9pp | 80.3%-37.5pp |
| Annual return | 11.62% | 106.69%-95.1pp | 592.52%-580.9pp | 373.66%-362.0pp |
| Employer contribution / active EE | $941 | $3,265-71.2% | $3,024-68.9% | $4,754-80.2% |
| Participant deferral / active EE | $7,420 | $4,837+53.4% | $4,438+67.2% | $6,712+10.6% |
| Admin fee / account holder | $1,775 | $6,410-72.3% | $5,616-68.4% | $11,409-84.4% |