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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 | $110,337+464.5% | $102,383+508.3% | $145,877+327.0% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 10.48% | 24.83%-14.4pp | 24.94%-14.5pp | 551.28%-540.8pp |
| Employer contribution / active EE | $2,437 | $4,216-42.2% | $3,870-37.0% | $4,663-47.7% |
| Participant deferral / active EE | $13,482 | $5,621+139.9% | $5,060+166.5% | $6,691+101.5% |
| Admin fee / account holder | $5,360 | $9,750-45.0% | $8,391-36.1% | $13,402-60.0% |