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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 | $634,128 | $171,492+269.8% | $150,734+320.7% | $198,609+219.3% |
| Participation rate | 60.0% | 81.4%-21.4pp | 78.4%-18.4pp | 82.4%-22.4pp |
| Annual return | 18.12% | 804.70%-786.6pp | 600.81%-582.7pp | 202.70%-184.6pp |
| Employer contribution / active EE | $2,862 | $5,470-47.7% | $4,918-41.8% | $5,055-43.4% |
| Participant deferral / active EE | $12,400 | $6,259+98.1% | $5,610+121.0% | $6,977+77.7% |
| Admin fee / account holder | $2,373 | $17,628-86.5% | $14,905-84.1% | $19,030-87.5% |