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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 | $364,594 | $108,942+234.7% | $100,415+263.1% | $145,897+149.9% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 18.44% | 58.27%-39.8pp | 49.47%-31.0pp | 552.29%-533.9pp |
| Employer contribution / active EE | $1,617 | $4,422-63.4% | $3,943-59.0% | $4,663-65.3% |
| Participant deferral / active EE | $6,784 | $8,461-19.8% | $8,091-16.2% | $6,689+1.4% |
| Admin fee / account holder | $1,025 | $9,702-89.4% | $7,906-87.0% | $13,390-92.3% |