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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 | $760,764 | $213,785+255.9% | $185,441+310.2% | $155,188+390.2% |
| Participation rate | 62.5% | 83.2%-20.7pp | 80.3%-17.8pp | 80.8%-18.3pp |
| Annual return | 7.86% | 19.97%-12.1pp | 20.16%-12.3pp | 148.84%-141.0pp |
| Employer contribution / active EE | $1,769 | $5,393-67.2% | $4,672-62.1% | $4,248-58.3% |
| Participant deferral / active EE | $3,067 | $6,864-55.3% | $6,152-50.1% | $6,531-53.0% |
| Admin fee / account holder | $43,965 | $21,134+108.0% | $17,890+145.8% | $14,480+203.6% |