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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 | $97,125+509.2% | $86,233+586.2% | $137,256+331.1% |
| Participation rate | 46.2% | 74.2%-28.0pp | 69.0%-22.9pp | 80.0%-33.8pp |
| Annual return | 13.89% | 74.19%-60.3pp | 61.39%-47.5pp | 220.34%-206.4pp |
| Employer contribution / active EE | $995 | $2,841-65.0% | $2,504-60.3% | $4,156-76.1% |
| Participant deferral / active EE | $7,354 | $5,180+42.0% | $4,559+61.3% | $6,407+14.8% |
| Admin fee / account holder | $5,923 | $9,725-39.1% | $8,342-29.0% | $12,270-51.7% |