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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 | $826,903 | $148,623+456.4% | $135,974+508.1% | $139,466+492.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 21.37% | 79.30%-57.9pp | 68.30%-46.9pp | 373.66%-352.3pp |
| Employer contribution / active EE | $3,760 | $5,246-28.3% | $4,859-22.6% | $4,754-20.9% |
| Participant deferral / active EE | $13,125 | $8,103+62.0% | $7,760+69.1% | $6,712+95.5% |
| Admin fee / account holder | $4,197 | $12,406-66.2% | $10,767-61.0% | $11,409-63.2% |