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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 | $621,589 | $211,946+193.3% | $169,452+266.8% | $135,379+359.1% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | 1.64% | 3.26%-1.6pp | 1.83%-0.2pp | 519.79%-518.2pp |
| Employer contribution / active EE | $1,021 | $5,117-80.0% | $4,157-75.4% | $4,779-78.6% |
| Participant deferral / active EE | $1,250 | $6,075-79.4% | $5,277-76.3% | $5,609-77.7% |
| Admin fee / account holder | $359 | $11,472-96.9% | $9,110-96.1% | $10,828-96.7% |