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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 | $593,239 | $183,516+223.3% | $155,534+281.4% | $145,884+306.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 11.73% | 61.43%-49.7pp | 64.92%-53.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $1,999 | $5,315-62.4% | $4,675-57.2% | $4,662-57.1% |
| Participant deferral / active EE | $2,487 | $6,467-61.5% | $5,630-55.8% | $6,690-62.8% |
| Admin fee / account holder | $4,325 | $19,293-77.6% | $15,900-72.8% | $13,392-67.7% |