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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 | $532,970 | $115,225+362.5% | $100,712+429.2% | $138,895+283.7% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.3%-9.3pp | 79.9%-19.9pp |
| Annual return | 12.40% | 40.35%-28.0pp | 33.27%-20.9pp | 145.39%-133.0pp |
| Employer contribution / active EE | $11,506 | $2,771+315.2% | $2,313+397.5% | $4,194+174.3% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,199 | $10,844-52.1% | $9,256-43.8% | $12,562-58.6% |