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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 | $492,001 | $161,352+204.9% | $134,172+266.7% | $137,256+258.5% |
| Participation rate | 25.0% | 78.3%-53.3pp | 72.5%-47.5pp | 80.0%-55.0pp |
| Annual return | 9.91% | 28.72%-18.8pp | 25.30%-15.4pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,060 | $4,099-74.1% | $3,420-69.0% | $4,156-74.5% |
| Participant deferral / active EE | $7,750 | $5,552+39.6% | $4,690+65.2% | $6,407+21.0% |
| Admin fee / account holder | $23,276 | $15,028+54.9% | $12,016+93.7% | $12,270+89.7% |