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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 | $96,643+499.6% | $86,617+569.0% | $139,456+315.5% |
| Participation rate | 42.9% | 74.4%-31.5pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 11.62% | 106.57%-95.0pp | 591.91%-580.3pp | 373.45%-361.8pp |
| Employer contribution / active EE | $941 | $3,264-71.2% | $3,023-68.9% | $4,753-80.2% |
| Participant deferral / active EE | $7,420 | $4,835+53.5% | $4,437+67.2% | $6,711+10.6% |
| Admin fee / account holder | $1,775 | $6,406-72.3% | $5,613-68.4% | $11,407-84.4% |