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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 | $513,566 | $106,247+383.4% | $96,515+432.1% | $139,466+268.2% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 18.41% | 38.47%-20.1pp | 35.73%-17.3pp | 373.66%-355.3pp |
| Employer contribution / active EE | $1,264 | $4,106-69.2% | $3,740-66.2% | $4,754-73.4% |
| Participant deferral / active EE | $8,634 | $5,456+58.3% | $4,880+76.9% | $6,712+28.6% |
| Admin fee / account holder | $4,475 | $7,885-43.3% | $6,735-33.6% | $11,409-60.8% |