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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 | $448,703 | $175,259+156.0% | $149,723+199.7% | $139,487+221.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 12.17% | 166.82%-154.7pp | 134.50%-122.3pp | 373.84%-361.7pp |
| Employer contribution / active EE | $1,312 | $5,478-76.0% | $4,821-72.8% | $4,755-72.4% |
| Participant deferral / active EE | $4,627 | $6,522-29.1% | $5,682-18.6% | $6,713-31.1% |
| Admin fee / account holder | $4,970 | $16,158-69.2% | $13,215-62.4% | $11,407-56.4% |