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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 | $473,405 | $100,938+369.0% | $90,461+423.3% | $158,982+197.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 10.33% | 1727.20%-1716.9pp | 1294.76%-1284.4pp | 302.99%-292.7pp |
| Employer contribution / active EE | $2,249 | $3,691-39.1% | $3,264-31.1% | $4,763-52.8% |
| Participant deferral / active EE | $7,765 | $4,350+78.5% | $3,964+95.9% | $5,983+29.8% |
| Admin fee / account holder | $4,949 | $6,510-24.0% | $5,617-11.9% | $11,252-56.0% |