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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 | $596,214 | $183,516+224.9% | $155,534+283.3% | $145,884+308.7% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 12.75% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,902 | $5,315-64.2% | $4,675-59.3% | $4,662-59.2% |
| Participant deferral / active EE | $6,463 | $6,467-0.1% | $5,630+14.8% | $6,690-3.4% |
| Admin fee / account holder | $4,160 | $19,293-78.4% | $15,900-73.8% | $13,392-68.9% |