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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 | $454,621 | $117,846+285.8% | $102,434+343.8% | $145,884+211.6% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 15.75% | 31.90%-16.1pp | 29.46%-13.7pp | 551.85%-536.1pp |
| Employer contribution / active EE | $2,729 | $3,615-24.5% | $3,023-9.7% | $4,662-41.5% |
| Participant deferral / active EE | $3,673 | $5,733-35.9% | $5,055-27.3% | $6,690-45.1% |
| Admin fee / account holder | $57,987 | $13,356+334.2% | $9,462+512.8% | $13,392+333.0% |