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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 | $927,419 | $102,938+800.9% | $94,105+885.5% | $138,895+567.7% |
| Participation rate | 12.5% | 74.6%-62.1pp | 71.9%-59.4pp | 79.9%-67.4pp |
| Annual return | 18.20% | 250.28%-232.1pp | 204.55%-186.4pp | 145.39%-127.2pp |
| Employer contribution / active EE | $1,024 | $2,732-62.5% | $2,504-59.1% | $4,194-75.6% |
| Participant deferral / active EE | $3,045 | $4,196-27.4% | $3,881-21.5% | $6,396-52.4% |
| Admin fee / account holder | $6,482 | $6,600-1.8% | $6,199+4.6% | $12,562-48.4% |