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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 | $419,170 | $88,754+372.3% | $81,820+412.3% | $145,877+187.3% |
| Participation rate | 37.5% | 75.1%-37.6pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 10.83% | 1031.77%-1020.9pp | 777.93%-767.1pp | 551.28%-540.4pp |
| Employer contribution / active EE | $2,651 | $3,085-14.1% | $2,915-9.1% | $4,663-43.1% |
| Participant deferral / active EE | $8,625 | $4,648+85.6% | $4,323+99.5% | $6,691+28.9% |
| Admin fee / account holder | $4,591 | $8,424-45.5% | $7,391-37.9% | $13,402-65.7% |