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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 | $704,915 | $156,616+350.1% | $133,346+428.6% | $198,609+254.9% |
| Participation rate | 28.6% | 77.7%-49.1pp | 72.8%-44.3pp | 82.4%-53.8pp |
| Annual return | 17.05% | 44.25%-27.2pp | 36.85%-19.8pp | 202.70%-185.7pp |
| Employer contribution / active EE | $3,943 | $3,368+17.1% | $2,853+38.2% | $5,055-22.0% |
| Participant deferral / active EE | $8,847 | $4,920+79.8% | $4,332+104.2% | $6,977+26.8% |
| Admin fee / account holder | $5,126 | $17,468-70.7% | $14,264-64.1% | $19,030-73.1% |