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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 | $704,492 | $148,629+374.0% | $135,982+418.1% | $139,487+405.1% |
| Participation rate | 13.3% | 83.9%-70.5pp | 81.9%-68.6pp | 80.3%-67.0pp |
| Annual return | 18.99% | 79.33%-60.3pp | 68.32%-49.3pp | 373.84%-354.8pp |
| Employer contribution / active EE | $1,265 | $5,247-75.9% | $4,859-74.0% | $4,755-73.4% |
| Participant deferral / active EE | $3,283 | $8,102-59.5% | $7,760-57.7% | $6,713-51.1% |
| Admin fee / account holder | $840 | $12,406-93.2% | $10,767-92.2% | $11,407-92.6% |