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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 | $495,829 | $109,872+351.3% | $98,483+403.5% | $167,536+196.0% |
| Participation rate | 20.0% | 75.8%-55.8pp | 73.3%-53.3pp | 82.1%-62.1pp |
| Annual return | 14.57% | 1959.31%-1944.7pp | 1494.38%-1479.8pp | 478.82%-464.2pp |
| Employer contribution / active EE | $1,145 | $3,225-64.5% | $2,961-61.3% | $4,839-76.3% |
| Participant deferral / active EE | $3,816 | $4,673-18.3% | $4,276-10.8% | $6,342-39.8% |
| Admin fee / account holder | $10,753 | $6,757+59.1% | $5,953+80.6% | $12,315-12.7% |