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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 | $641,692 | $88,778+622.8% | $81,844+684.0% | $145,884+339.9% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 15.69% | 1033.03%-1017.3pp | 778.87%-763.2pp | 551.85%-536.2pp |
| Employer contribution / active EE | $538 | $3,087-82.6% | $2,916-81.5% | $4,662-88.5% |
| Participant deferral / active EE | $6,960 | $4,648+49.7% | $4,323+61.0% | $6,690+4.0% |
| Admin fee / account holder | $2,399 | $8,430-71.5% | $7,355-67.4% | $13,392-82.1% |