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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 | $584,489 | $111,535+424.0% | $105,223+455.5% | $137,256+325.8% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 16.41% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,099 | $3,939-46.7% | $3,689-43.1% | $4,156-49.5% |
| Participant deferral / active EE | $13,369 | $5,500+143.1% | $5,072+163.6% | $6,407+108.7% |
| Admin fee / account holder | $548 | $9,721-94.4% | $8,859-93.8% | $12,270-95.5% |