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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 | $740,374 | $157,270+370.8% | $141,173+424.4% | $152,870+384.3% |
| Participation rate | 15.4% | 84.8%-69.4pp | 82.5%-67.1pp | 82.4%-67.1pp |
| Annual return | 16.25% | 64.33%-48.1pp | 71.40%-55.1pp | 345.34%-329.1pp |
| Employer contribution / active EE | $1,076 | $5,261-79.6% | $4,735-77.3% | $4,763-77.4% |
| Participant deferral / active EE | $10,757 | $7,110+51.3% | $6,710+60.3% | $5,850+83.9% |
| Admin fee / account holder | $2,661 | $12,121-78.0% | $10,262-74.1% | $11,597-77.1% |