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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 | $493,921 | $110,379+347.5% | $102,412+382.3% | $145,884+238.6% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 14.63% | 24.84%-10.2pp | 24.94%-10.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $994 | $4,216-76.4% | $3,870-74.3% | $4,662-78.7% |
| Participant deferral / active EE | $3,729 | $5,622-33.7% | $5,060-26.3% | $6,690-44.3% |
| Admin fee / account holder | $1,686 | $9,745-82.7% | $8,388-79.9% | $13,392-87.4% |