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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 | $931,916 | $112,729+726.7% | $98,716+844.0% | $137,256+579.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 12.21% | 38.48%-26.3pp | 31.81%-19.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $600 | $2,725-78.0% | $2,279-73.7% | $4,156-85.6% |
| Participant deferral / active EE | $13,000 | $4,640+180.2% | $4,048+221.2% | $6,407+102.9% |
| Admin fee / account holder | $475 | $10,129-95.3% | $8,703-94.5% | $12,270-96.1% |