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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 | $101,618+812.6% | $93,063+896.5% | $137,256+575.7% |
| Participation rate | 12.5% | 74.9%-62.4pp | 72.1%-59.6pp | 80.0%-67.5pp |
| Annual return | 18.20% | 223.95%-205.7pp | 34.15%-16.0pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,024 | $2,707-62.2% | $2,476-58.6% | $4,156-75.4% |
| Participant deferral / active EE | $3,045 | $4,279-28.9% | $3,958-23.1% | $6,407-52.5% |
| Admin fee / account holder | $6,482 | $6,198+4.6% | $6,033+7.4% | $12,270-47.2% |