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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 | $591,694 | $108,882+443.4% | $96,754+511.5% | $154,746+282.4% |
| Participation rate | 46.2% | 75.1%-28.9pp | 70.3%-24.1pp | 80.7%-34.5pp |
| Annual return | 13.89% | 98.39%-84.5pp | 82.04%-68.1pp | 172.34%-158.4pp |
| Employer contribution / active EE | $995 | $3,018-67.0% | $2,679-62.9% | $4,379-77.3% |
| Participant deferral / active EE | $7,354 | $5,323+38.2% | $4,758+54.6% | $6,730+9.3% |
| Admin fee / account holder | $5,923 | $10,200-41.9% | $8,905-33.5% | $14,365-58.8% |