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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 | $845,614 | $132,634+537.6% | $115,768+630.4% | $137,256+516.1% |
| Participation rate | 45.5% | 77.9%-32.4pp | 74.4%-28.9pp | 80.0%-34.5pp |
| Annual return | 17.91% | 160.70%-142.8pp | 100.46%-82.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,945 | $3,360-42.1% | $2,940-33.9% | $4,156-53.2% |
| Participant deferral / active EE | $6,442 | $5,619+14.7% | $4,917+31.0% | $6,407+0.5% |
| Admin fee / account holder | $3,275 | $15,028-78.2% | $12,439-73.7% | $12,270-73.3% |