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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 | $515,838 | $88,702+481.5% | $81,780+530.8% | $145,978+253.4% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 12.71% | 1029.12%-1016.4pp | 776.27%-763.6pp | 550.52%-537.8pp |
| Employer contribution / active EE | $1,232 | $3,084-60.1% | $2,914-57.7% | $4,662-73.6% |
| Participant deferral / active EE | $10,753 | $4,645+131.5% | $4,321+148.9% | $6,690+60.7% |
| Admin fee / account holder | $3,831 | $8,414-54.5% | $7,384-48.1% | $13,400-71.4% |