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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 | $523,526 | $227,399+130.2% | $189,758+175.9% | $198,609+163.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 19.38% | 61.03%-41.7pp | 52.62%-33.2pp | 202.70%-183.3pp |
| Employer contribution / active EE | $2,000 | $5,526-63.8% | $4,767-58.0% | $5,055-60.4% |
| Participant deferral / active EE | $11,688 | $6,837+70.9% | $5,856+99.6% | $6,977+67.5% |
| Admin fee / account holder | $684 | $25,162-97.3% | $20,388-96.6% | $19,030-96.4% |