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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 | $584,807 | $183,539+218.6% | $155,556+275.9% | $145,897+300.8% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 16.08% | 61.31%-45.2pp | 64.84%-48.8pp | 552.29%-536.2pp |
| Employer contribution / active EE | $1,543 | $5,315-71.0% | $4,675-67.0% | $4,663-66.9% |
| Participant deferral / active EE | $2,950 | $6,467-54.4% | $5,631-47.6% | $6,689-55.9% |
| Admin fee / account holder | $4,740 | $19,275-75.4% | $15,885-70.2% | $13,390-64.6% |