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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 | $742,161 | $165,381+348.8% | $149,730+395.7% | $158,966+366.9% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | 16.32% | 348.29%-332.0pp | 276.70%-260.4pp | 302.95%-286.6pp |
| Employer contribution / active EE | $3,840 | $5,104-24.8% | $4,645-17.3% | $4,762-19.4% |
| Participant deferral / active EE | $3,867 | $7,182-46.2% | $6,843-43.5% | $5,983-35.4% |
| Admin fee / account holder | $4,006 | $10,809-62.9% | $9,310-57.0% | $11,250-64.4% |