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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 | $328,228 | $96,361+240.6% | $80,607+307.2% | $139,456+135.4% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 17.84% | 1350.95%-1333.1pp | 936.11%-918.3pp | 373.45%-355.6pp |
| Employer contribution / active EE | $2,064 | $3,262-36.7% | $2,724-24.2% | $4,753-56.6% |
| Participant deferral / active EE | $3,325 | $5,232-36.4% | $4,448-25.2% | $6,711-50.5% |
| Admin fee / account holder | $466 | $6,601-92.9% | $5,379-91.3% | $11,407-95.9% |