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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 | $117,895+461.6% | $102,460+546.2% | $145,897+353.8% |
| Participation rate | 64.7% | 78.6%-13.9pp | 76.5%-11.8pp | 80.3%-15.6pp |
| Annual return | 19.27% | 31.92%-12.7pp | 29.47%-10.2pp | 552.29%-533.0pp |
| Employer contribution / active EE | $2,495 | $3,619-31.1% | $3,025-17.5% | $4,663-46.5% |
| Participant deferral / active EE | $4,754 | $5,736-17.1% | $5,056-6.0% | $6,689-28.9% |
| Admin fee / account holder | $2,766 | $13,353-79.3% | $9,460-70.8% | $13,390-79.3% |