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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 | $611,105 | $148,623+311.2% | $135,974+349.4% | $139,466+338.2% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 12.37% | 79.30%-66.9pp | 68.30%-55.9pp | 373.66%-361.3pp |
| Employer contribution / active EE | $1,967 | $5,246-62.5% | $4,859-59.5% | $4,754-58.6% |
| Participant deferral / active EE | $6,354 | $8,103-21.6% | $7,760-18.1% | $6,712-5.3% |
| Admin fee / account holder | $544 | $12,406-95.6% | $10,767-95.0% | $11,409-95.2% |