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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 | $457,280 | $70,366+549.9% | $66,674+585.8% | $138,895+229.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 24.77% | 386.41%-361.6pp | 321.24%-296.5pp | 145.39%-120.6pp |
| Employer contribution / active EE | $911 | $2,765-67.0% | $2,620-65.2% | $4,194-78.3% |
| Participant deferral / active EE | $6,497 | $4,374+48.5% | $4,084+59.1% | $6,396+1.6% |
| Admin fee / account holder | $710 | $5,262-86.5% | $5,098-86.1% | $12,562-94.3% |