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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 | $662,083 | $117,859+461.8% | $102,438+546.3% | $145,959+353.6% |
| Participation rate | 64.7% | 78.6%-13.9pp | 76.5%-11.8pp | 80.3%-15.6pp |
| Annual return | 19.27% | 31.72%-12.4pp | 29.37%-10.1pp | 561.95%-542.7pp |
| Employer contribution / active EE | $2,495 | $3,615-31.0% | $3,024-17.5% | $4,661-46.5% |
| Participant deferral / active EE | $4,754 | $5,732-17.1% | $5,054-5.9% | $6,689-28.9% |
| Admin fee / account holder | $2,766 | $13,318-79.2% | $9,448-70.7% | $13,398-79.4% |