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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 | $559,838 | $174,379+221.0% | $152,093+268.1% | $138,895+303.1% |
| Participation rate | 28.6% | 81.6%-53.1pp | 77.8%-49.2pp | 79.9%-51.3pp |
| Annual return | 17.65% | 74.86%-57.2pp | 66.36%-48.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,287 | $4,652-72.3% | $4,175-69.2% | $4,194-69.3% |
| Participant deferral / active EE | $5,705 | $6,159-7.4% | $5,451+4.7% | $6,396-10.8% |
| Admin fee / account holder | $56,282 | $16,880+233.4% | $14,497+288.2% | $12,562+348.0% |