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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 | $183,539+164.8% | $155,556+212.4% | $145,897+233.1% |
| Participation rate | 55.6% | 82.7%-27.2pp | 78.2%-22.7pp | 80.3%-24.8pp |
| Annual return | 11.54% | 61.31%-49.8pp | 64.84%-53.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,943 | $5,315-63.4% | $4,675-58.4% | $4,663-58.3% |
| Participant deferral / active EE | $3,377 | $6,467-47.8% | $5,631-40.0% | $6,689-49.5% |
| Admin fee / account holder | $29,632 | $19,275+53.7% | $15,885+86.5% | $13,390+121.3% |