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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 | $124,980+464.0% | $108,359+550.5% | $154,746+355.5% |
| Participation rate | 28.6% | 75.2%-46.6pp | 70.1%-41.6pp | 80.7%-52.1pp |
| Annual return | 17.05% | 45.00%-28.0pp | 36.89%-19.8pp | 172.34%-155.3pp |
| Employer contribution / active EE | $3,943 | $2,851+38.3% | $2,399+64.3% | $4,379-10.0% |
| Participant deferral / active EE | $8,847 | $4,743+86.5% | $4,137+113.9% | $6,730+31.5% |
| Admin fee / account holder | $5,126 | $11,502-55.4% | $9,741-47.4% | $14,365-64.3% |