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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 | $497,574 | $103,392+381.2% | $87,104+471.2% | $152,897+225.4% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.9%-14.4pp | 82.5%-20.0pp |
| Annual return | 36.43% | 28.10%+8.3pp | 28.19%+8.2pp | 345.43%-309.0pp |
| Employer contribution / active EE | $1,163 | $3,221-63.9% | $2,521-53.9% | $4,764-75.6% |
| Participant deferral / active EE | $7,528 | $4,778+57.5% | $4,048+85.9% | $5,851+28.7% |
| Admin fee / account holder | $11,687 | $12,194-4.2% | $7,491+56.0% | $11,599+0.8% |