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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 | $547,506 | $166,268+229.3% | $165,100+231.6% | $145,897+275.3% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.1pp |
| Annual return | 15.72% | 100.52%-84.8pp | 70.21%-54.5pp | 552.29%-536.6pp |
| Employer contribution / active EE | $1,368 | $5,284-74.1% | $4,348-68.5% | $4,663-70.7% |
| Participant deferral / active EE | $4,364 | $6,964-37.3% | $6,035-27.7% | $6,689-34.8% |
| Admin fee / account holder | $1,697 | $16,659-89.8% | $12,696-86.6% | $13,390-87.3% |