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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 | $625,189 | $118,877+425.9% | $96,570+547.4% | $167,536+273.2% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 12.48% | 50.50%-38.0pp | 37.79%-25.3pp | 478.82%-466.3pp |
| Employer contribution / active EE | $1,332 | $3,121-57.3% | $2,357-43.5% | $4,839-72.5% |
| Participant deferral / active EE | $3,060 | $4,617-33.7% | $3,849-20.5% | $6,342-51.8% |
| Admin fee / account holder | $4,345 | $8,069-46.2% | $6,182-29.7% | $12,315-64.7% |