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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 | $570,038 | $165,381+244.7% | $149,730+280.7% | $158,966+258.6% |
| Participation rate | 64.7% | 84.6%-19.9pp | 82.5%-17.8pp | 82.0%-17.3pp |
| Annual return | 17.42% | 348.29%-330.9pp | 276.70%-259.3pp | 302.95%-285.5pp |
| Employer contribution / active EE | $2,094 | $5,104-59.0% | $4,645-54.9% | $4,762-56.0% |
| Participant deferral / active EE | $6,587 | $7,182-8.3% | $6,843-3.7% | $5,983+10.1% |
| Admin fee / account holder | $24,181 | $10,809+123.7% | $9,310+159.7% | $11,250+114.9% |