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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 | $504,040 | $100,895+399.6% | $90,430+457.4% | $158,950+217.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 16.76% | 1725.54%-1708.8pp | 1293.73%-1277.0pp | 302.91%-286.2pp |
| Employer contribution / active EE | $3,024 | $3,689-18.0% | $3,262-7.3% | $4,762-36.5% |
| Participant deferral / active EE | $9,230 | $4,347+112.3% | $3,963+132.9% | $5,983+54.3% |
| Admin fee / account holder | $2,057 | $6,505-68.4% | $5,613-63.4% | $11,248-81.7% |