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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 | $625,905 | $117,895+430.9% | $102,460+510.9% | $145,897+329.0% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 25.84% | 31.92%-6.1pp | 29.47%-3.6pp | 552.29%-526.5pp |
| Employer contribution / active EE | $1,180 | $3,619-67.4% | $3,025-61.0% | $4,663-74.7% |
| Participant deferral / active EE | $3,833 | $5,736-33.2% | $5,056-24.2% | $6,689-42.7% |
| Admin fee / account holder | $3,064 | $13,353-77.1% | $9,460-67.6% | $13,390-77.1% |