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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 | $791,364 | $201,344+293.0% | $184,243+329.5% | $145,877+442.5% |
| Participation rate | 25.0% | 87.5%-62.5pp | 86.8%-61.8pp | 80.3%-55.3pp |
| Annual return | 20.24% | 29.01%-8.8pp | 28.82%-8.6pp | 551.28%-531.0pp |
| Employer contribution / active EE | $3,450 | $7,022-50.9% | $6,427-46.3% | $4,663-26.0% |
| Participant deferral / active EE | $5,750 | $9,807-41.4% | $9,132-37.0% | $6,691-14.1% |
| Admin fee / account holder | $376 | $16,382-97.7% | $13,914-97.3% | $13,402-97.2% |