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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 | $678,140 | $209,422+223.8% | $178,503+279.9% | $158,982+326.6% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 19.06% | 188.81%-169.7pp | 151.12%-132.1pp | 302.99%-283.9pp |
| Employer contribution / active EE | $1,803 | $5,707-68.4% | $5,011-64.0% | $4,763-62.1% |
| Participant deferral / active EE | $3,095 | $5,955-48.0% | $5,202-40.5% | $5,983-48.3% |
| Admin fee / account holder | $844 | $17,079-95.1% | $13,987-94.0% | $11,252-92.5% |