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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 | $463,429 | $114,119+306.1% | $107,187+332.4% | $138,895+233.7% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.0%-55.0pp | 79.9%-59.9pp |
| Annual return | 21.44% | 273.21%-251.8pp | 204.55%-183.1pp | 145.39%-124.0pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,000 | $5,538+8.3% | $5,096+17.7% | $6,396-6.2% |
| Admin fee / account holder | $4,728 | $10,024-52.8% | $9,162-48.4% | $12,562-62.4% |