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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 | $115,225+511.8% | $100,712+599.9% | $138,895+407.5% |
| Participation rate | 28.6% | 74.3%-45.8pp | 69.3%-40.7pp | 79.9%-51.3pp |
| Annual return | 17.05% | 40.35%-23.3pp | 33.27%-16.2pp | 145.39%-128.3pp |
| Employer contribution / active EE | $3,943 | $2,771+42.3% | $2,313+70.5% | $4,194-6.0% |
| Participant deferral / active EE | $8,847 | $4,699+88.3% | $4,085+116.6% | $6,396+38.3% |
| Admin fee / account holder | $5,126 | $10,844-52.7% | $9,256-44.6% | $12,562-59.2% |