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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 | $622,827 | $110,410+464.1% | $102,437+508.0% | $145,897+326.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 10.48% | 24.85%-14.4pp | 24.95%-14.5pp | 552.29%-541.8pp |
| Employer contribution / active EE | $2,437 | $4,217-42.2% | $3,871-37.0% | $4,663-47.7% |
| Participant deferral / active EE | $13,482 | $5,622+139.8% | $5,060+166.4% | $6,689+101.5% |
| Admin fee / account holder | $5,360 | $9,745-45.0% | $8,388-36.1% | $13,390-60.0% |