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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 | $708,869 | $183,516+286.3% | $155,534+355.8% | $145,884+385.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.52% | 61.43%-48.9pp | 64.92%-52.4pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,237 | $5,315-76.7% | $4,675-73.5% | $4,662-73.5% |
| Participant deferral / active EE | $2,174 | $6,467-66.4% | $5,630-61.4% | $6,690-67.5% |
| Admin fee / account holder | $519 | $19,293-97.3% | $15,900-96.7% | $13,392-96.1% |