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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 | $787,453 | $100,139+686.4% | $85,187+824.4% | $145,884+439.8% |
| Participation rate | 11.1% | 74.1%-63.0pp | 67.5%-56.4pp | 80.3%-69.2pp |
| Annual return | 11.96% | 84.15%-72.2pp | 66.67%-54.7pp | 551.85%-539.9pp |
| Employer contribution / active EE | $897 | $3,238-72.3% | $2,732-67.2% | $4,662-80.8% |
| Participant deferral / active EE | $2,243 | $5,296-57.6% | $4,525-50.4% | $6,690-66.5% |
| Admin fee / account holder | $388 | $7,262-94.7% | $6,162-93.7% | $13,392-97.1% |