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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 | $447,451 | $111,785+300.3% | $93,669+377.7% | $145,877+206.7% |
| Participation rate | 56.3% | 74.2%-18.0pp | 68.7%-12.5pp | 80.3%-24.1pp |
| Annual return | 18.45% | 203.79%-185.3pp | 133.59%-115.1pp | 551.28%-532.8pp |
| Employer contribution / active EE | $1,991 | $3,096-35.7% | $2,424-17.9% | $4,663-57.3% |
| Participant deferral / active EE | $6,877 | $4,919+39.8% | $4,416+55.7% | $6,691+2.8% |
| Admin fee / account holder | $3,008 | $10,256-70.7% | $8,291-63.7% | $13,402-77.6% |