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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 | $813,288 | $166,089+389.7% | $164,928+393.1% | $145,978+457.1% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 23.75% | 100.26%-76.5pp | 70.08%-46.3pp | 550.52%-526.8pp |
| Employer contribution / active EE | $2,114 | $5,276-59.9% | $4,343-51.3% | $4,662-54.7% |
| Participant deferral / active EE | $7,794 | $6,961+12.0% | $6,034+29.2% | $6,690+16.5% |
| Admin fee / account holder | $9,174 | $16,641-44.9% | $12,684-27.7% | $13,400-31.5% |