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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 | $641,692 | $88,702+623.4% | $81,780+684.7% | $145,978+339.6% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 15.69% | 1029.12%-1013.4pp | 776.27%-760.6pp | 550.52%-534.8pp |
| Employer contribution / active EE | $538 | $3,084-82.6% | $2,914-81.5% | $4,662-88.5% |
| Participant deferral / active EE | $6,960 | $4,645+49.8% | $4,321+61.1% | $6,690+4.0% |
| Admin fee / account holder | $2,399 | $8,414-71.5% | $7,384-67.5% | $13,400-82.1% |