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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 | $600,698 | $109,372+449.2% | $89,414+571.8% | $158,966+277.9% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.7pp | 82.0%-48.6pp |
| Annual return | 17.30% | 345.55%-328.3pp | 245.50%-228.2pp | 302.95%-285.6pp |
| Employer contribution / active EE | $1,341 | $3,171-57.7% | $2,586-48.1% | $4,762-71.8% |
| Participant deferral / active EE | $4,695 | $4,598+2.1% | $3,890+20.7% | $5,983-21.5% |
| Admin fee / account holder | $2,464 | $6,156-60.0% | $4,883-49.5% | $11,250-78.1% |