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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 | $722,649 | $106,280+579.9% | $96,538+648.6% | $139,487+418.1% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 16.99% | 38.48%-21.5pp | 35.74%-18.7pp | 373.84%-356.8pp |
| Employer contribution / active EE | $2,002 | $4,107-51.3% | $3,740-46.5% | $4,755-57.9% |
| Participant deferral / active EE | $12,538 | $5,457+129.8% | $4,880+156.9% | $6,713+86.8% |
| Admin fee / account holder | $2,904 | $7,888-63.2% | $6,737-56.9% | $11,407-74.5% |