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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 | $927,144 | $114,013+713.2% | $103,693+794.1% | $155,188+497.4% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.3pp | 80.8%-47.5pp |
| Annual return | 11.67% | 49.31%-37.6pp | 47.61%-35.9pp | 148.84%-137.2pp |
| Employer contribution / active EE | $2,500 | $3,131-20.2% | $2,920-14.4% | $4,248-41.1% |
| Participant deferral / active EE | $4,297 | $4,970-13.5% | $4,579-6.2% | $6,531-34.2% |
| Admin fee / account holder | $11,680 | $8,407+38.9% | $7,858+48.6% | $14,480-19.3% |