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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 | $546,663 | $124,980+337.4% | $108,359+404.5% | $154,746+253.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 14.72% | 45.00%-30.3pp | 36.89%-22.2pp | 172.34%-157.6pp |
| Employer contribution / active EE | $2,288 | $2,851-19.7% | $2,399-4.6% | $4,379-47.8% |
| Participant deferral / active EE | $6,000 | $4,743+26.5% | $4,137+45.0% | $6,730-10.9% |
| Admin fee / account holder | $8,253 | $11,502-28.2% | $9,741-15.3% | $14,365-42.5% |