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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 | $913,681 | $211,288+332.4% | $178,540+411.8% | $145,884+526.3% |
| Participation rate | 6.3% | 80.8%-74.6pp | 77.1%-70.9pp | 80.3%-74.1pp |
| Annual return | 25.99% | 30.27%-4.3pp | 27.15%-1.2pp | 551.85%-525.9pp |
| Employer contribution / active EE | $1,650 | $4,574-63.9% | $3,953-58.3% | $4,662-64.6% |
| Participant deferral / active EE | $1,875 | $6,967-73.1% | $6,281-70.1% | $6,690-72.0% |
| Admin fee / account holder | $649 | $12,105-94.6% | $10,424-93.8% | $13,392-95.2% |