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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 | $771,295 | $154,193+400.2% | $130,045+493.1% | $139,466+453.0% |
| Participation rate | 56.3% | 82.0%-25.7pp | 78.5%-22.3pp | 80.3%-24.1pp |
| Annual return | 23.70% | 32.51%-8.8pp | -137.30%+161.0pp | 373.66%-350.0pp |
| Employer contribution / active EE | $1,847 | $5,292-65.1% | $4,321-57.3% | $4,754-61.2% |
| Participant deferral / active EE | $6,326 | $6,709-5.7% | $5,820+8.7% | $6,712-5.7% |
| Admin fee / account holder | $517 | $13,989-96.3% | $10,600-95.1% | $11,409-95.5% |