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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 | $710,487 | $183,516+287.2% | $155,534+356.8% | $145,884+387.0% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 10.20% | 61.43%-51.2pp | 64.92%-54.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $2,833 | $5,315-46.7% | $4,675-39.4% | $4,662-39.2% |
| Participant deferral / active EE | $8,917 | $6,467+37.9% | $5,630+58.4% | $6,690+33.3% |
| Admin fee / account holder | $7,368 | $19,293-61.8% | $15,900-53.7% | $13,392-45.0% |