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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 | $490,802 | $150,412+226.3% | $120,574+307.1% | $145,884+236.4% |
| Participation rate | 30.0% | 78.8%-48.8pp | 71.9%-41.9pp | 80.3%-50.3pp |
| Annual return | 13.00% | 154.50%-141.5pp | 107.42%-94.4pp | 551.85%-538.8pp |
| Employer contribution / active EE | $1,984 | $4,355-54.5% | $3,471-42.8% | $4,662-57.5% |
| Participant deferral / active EE | $5,350 | $6,175-13.4% | $4,996+7.1% | $6,690-20.0% |
| Admin fee / account holder | $4,797 | $12,224-60.8% | $9,445-49.2% | $13,392-64.2% |