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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 | $598,823 | $156,398+282.9% | $147,318+306.5% | $138,895+331.1% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 16.81% | 78.75%-61.9pp | 70.43%-53.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $2,000 | $4,853-58.8% | $4,593-56.5% | $4,194-52.3% |
| Participant deferral / active EE | $7,833 | $8,237-4.9% | $7,906-0.9% | $6,396+22.5% |
| Admin fee / account holder | $2,471 | $14,976-83.5% | $13,708-82.0% | $12,562-80.3% |