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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 | $787,586 | $211,224+272.9% | $178,505+341.2% | $145,897+439.8% |
| Participation rate | 16.7% | 80.8%-64.2pp | 77.1%-60.5pp | 80.3%-63.6pp |
| Annual return | 15.98% | 30.28%-14.3pp | 27.16%-11.2pp | 552.29%-536.3pp |
| Employer contribution / active EE | $4,600 | $4,577+0.5% | $3,955+16.3% | $4,663-1.3% |
| Participant deferral / active EE | $5,083 | $6,966-27.0% | $6,280-19.1% | $6,689-24.0% |
| Admin fee / account holder | $7,545 | $12,109-37.7% | $10,428-27.6% | $13,390-43.7% |