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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 | $591,863 | $202,345+192.5% | $172,755+242.6% | $152,885+287.1% |
| Participation rate | 20.0% | 87.1%-67.1pp | 82.6%-62.6pp | 82.5%-62.5pp |
| Annual return | 14.58% | 1029.77%-1015.2pp | 802.94%-788.4pp | 345.39%-330.8pp |
| Employer contribution / active EE | $1,440 | $5,858-75.4% | $5,144-72.0% | $4,763-69.8% |
| Participant deferral / active EE | $4,999 | $5,948-16.0% | $5,198-3.8% | $5,851-14.6% |
| Admin fee / account holder | $5,189 | $17,111-69.7% | $13,955-62.8% | $11,598-55.3% |