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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 | $394,677 | $129,737+204.2% | $119,126+231.3% | $154,746+155.0% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 18.16% | 379.08%-360.9pp | 282.11%-263.9pp | 172.34%-154.2pp |
| Employer contribution / active EE | $23,000 | $4,375+425.7% | $4,034+470.2% | $4,379+425.2% |
| Participant deferral / active EE | $11,750 | $5,842+101.1% | $5,318+121.0% | $6,730+74.6% |
| Admin fee / account holder | $3,945 | $11,961-67.0% | $10,693-63.1% | $14,365-72.5% |