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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 | $752,300 | $185,312+306.0% | $161,489+365.9% | $154,746+386.2% |
| Participation rate | 12.5% | 82.5%-70.0pp | 78.7%-66.2pp | 80.7%-68.2pp |
| Annual return | 23.88% | 103.84%-80.0pp | 89.72%-65.8pp | 172.34%-148.5pp |
| Employer contribution / active EE | $1,073 | $4,769-77.5% | $4,268-74.9% | $4,379-75.5% |
| Participant deferral / active EE | $2,249 | $6,350-64.6% | $5,630-60.1% | $6,730-66.6% |
| Admin fee / account holder | $4,364 | $18,654-76.6% | $16,006-72.7% | $14,365-69.6% |