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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 | $575,008 | $110,212+421.7% | $96,534+495.7% | $139,466+312.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 36.21% | 26.42%+9.8pp | 25.88%+10.3pp | 373.66%-337.5pp |
| Employer contribution / active EE | $2,399 | $3,620-33.7% | $2,965-19.1% | $4,754-49.5% |
| Participant deferral / active EE | $5,143 | $5,547-7.3% | $4,851+6.0% | $6,712-23.4% |
| Admin fee / account holder | $1,215 | $11,599-89.5% | $8,253-85.3% | $11,409-89.4% |