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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 | $485,974 | $183,592+164.7% | $155,567+212.4% | $145,959+233.0% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.6pp | 80.3%-24.7pp |
| Annual return | 11.54% | 61.24%-49.7pp | 64.74%-53.2pp | 561.95%-550.4pp |
| Employer contribution / active EE | $1,943 | $5,315-63.4% | $4,674-58.4% | $4,661-58.3% |
| Participant deferral / active EE | $3,377 | $6,464-47.8% | $5,628-40.0% | $6,689-49.5% |
| Admin fee / account holder | $29,632 | $19,318+53.4% | $15,916+86.2% | $13,398+121.2% |