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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 | $662,723 | $175,259+278.1% | $149,723+342.6% | $139,487+375.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 17.03% | 166.82%-149.8pp | 134.50%-117.5pp | 373.84%-356.8pp |
| Employer contribution / active EE | $2,887 | $5,478-47.3% | $4,821-40.1% | $4,755-39.3% |
| Participant deferral / active EE | $11,800 | $6,522+80.9% | $5,682+107.7% | $6,713+75.8% |
| Admin fee / account holder | $5,279 | $16,158-67.3% | $13,215-60.1% | $11,407-53.7% |