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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 | $607,601 | $160,028+279.7% | $147,080+313.1% | $145,884+316.5% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 18.42% | 98.60%-80.2pp | 420.17%-401.8pp | 551.85%-533.4pp |
| Employer contribution / active EE | $1,183 | $5,286-77.6% | $4,933-76.0% | $4,662-74.6% |
| Participant deferral / active EE | $2,790 | $8,422-66.9% | $8,066-65.4% | $6,690-58.3% |
| Admin fee / account holder | $2,753 | $15,030-81.7% | $12,989-78.8% | $13,392-79.4% |