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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 | $548,023 | $110,212+397.2% | $96,534+467.7% | $139,466+292.9% |
| Participation rate | 64.7% | 78.1%-13.4pp | 76.0%-11.3pp | 80.3%-15.6pp |
| Annual return | 23.16% | 26.42%-3.3pp | 25.88%-2.7pp | 373.66%-350.5pp |
| Employer contribution / active EE | $2,392 | $3,620-33.9% | $2,965-19.3% | $4,754-49.7% |
| Participant deferral / active EE | $4,330 | $5,547-21.9% | $4,851-10.7% | $6,712-35.5% |
| Admin fee / account holder | $2,335 | $11,599-79.9% | $8,253-71.7% | $11,409-79.5% |