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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 | $647,774 | $116,167+457.6% | $64,489+904.5% | $137,256+371.9% |
| Participation rate | 40.0% | 68.2%-28.2pp | 67.7%-27.7pp | 80.0%-40.0pp |
| Annual return | 20.71% | 36.55%-15.8pp | 55.03%-34.3pp | 220.34%-199.6pp |
| Employer contribution / active EE | $498 | $2,483-79.9% | $1,523-67.3% | $4,156-88.0% |
| Participant deferral / active EE | $498 | $4,215-88.2% | $2,778-82.1% | $6,407-92.2% |
| Admin fee / account holder | $9,759 | $6,188+57.7% | $4,260+129.1% | $12,270-20.5% |