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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 | $554,797 | $129,737+327.6% | $119,126+365.7% | $154,746+258.5% |
| Participation rate | 14.3% | 78.9%-64.6pp | 75.8%-61.5pp | 80.7%-66.4pp |
| Annual return | 14.27% | 379.08%-364.8pp | 282.11%-267.8pp | 172.34%-158.1pp |
| Employer contribution / active EE | $1,003 | $4,375-77.1% | $4,034-75.1% | $4,379-77.1% |
| Participant deferral / active EE | $5,500 | $5,842-5.9% | $5,318+3.4% | $6,730-18.3% |
| Admin fee / account holder | $5,246 | $11,961-56.1% | $10,693-50.9% | $14,365-63.5% |