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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 | $515,419 | $108,285+376.0% | $77,552+564.6% | $158,982+224.2% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | 12.59% | 31.69%-19.1pp | 54.82%-42.2pp | 302.99%-290.4pp |
| Employer contribution / active EE | $1,925 | $1,325+45.3% | $987+95.1% | $4,763-59.6% |
| Participant deferral / active EE | $7,945 | $2,455+223.6% | $1,861+326.9% | $5,983+32.8% |
| Admin fee / account holder | $862 | $3,709-76.8% | $2,859-69.9% | $11,252-92.3% |