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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 | $72,071+534.5% | $68,368+568.9% | $137,256+233.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 24.77% | 353.14%-328.4pp | 292.57%-267.8pp | 220.34%-195.6pp |
| Employer contribution / active EE | $911 | $2,788-67.3% | $2,649-65.6% | $4,156-78.1% |
| Participant deferral / active EE | $6,497 | $4,410+47.3% | $4,123+57.6% | $6,407+1.4% |
| Admin fee / account holder | $710 | $5,336-86.7% | $5,150-86.2% | $12,270-94.2% |