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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 | $762,110 | $157,276+384.6% | $141,177+439.8% | $152,885+398.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 23.35% | 64.33%-41.0pp | 71.40%-48.1pp | 345.39%-322.0pp |
| Employer contribution / active EE | $3,923 | $5,262-25.4% | $4,736-17.2% | $4,763-17.6% |
| Participant deferral / active EE | $9,178 | $7,110+29.1% | $6,710+36.8% | $5,851+56.9% |
| Admin fee / account holder | $1,041 | $12,123-91.4% | $10,263-89.9% | $11,598-91.0% |