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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 | $853,473 | $157,296+442.6% | $141,191+504.5% | $152,897+458.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 21.48% | 64.34%-42.9pp | 71.41%-49.9pp | 345.43%-323.9pp |
| Employer contribution / active EE | $1,106 | $5,262-79.0% | $4,736-76.7% | $4,764-76.8% |
| Participant deferral / active EE | $3,695 | $7,111-48.0% | $6,710-44.9% | $5,851-36.9% |
| Admin fee / account holder | $8,300 | $12,125-31.5% | $10,264-19.1% | $11,599-28.4% |