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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 | $514,450 | $160,028+221.5% | $147,080+249.8% | $145,884+252.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 21.98% | 98.60%-76.6pp | 420.17%-398.2pp | 551.85%-529.9pp |
| Employer contribution / active EE | $1,768 | $5,286-66.6% | $4,933-64.2% | $4,662-62.1% |
| Participant deferral / active EE | $8,021 | $8,422-4.8% | $8,066-0.6% | $6,690+19.9% |
| Admin fee / account holder | $6,844 | $15,030-54.5% | $12,989-47.3% | $13,392-48.9% |