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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 | $995,993 | $123,155+708.7% | $108,753+815.8% | $155,188+541.8% |
| Participation rate | 44.4% | 75.6%-31.2pp | 71.1%-26.6pp | 80.8%-36.4pp |
| Annual return | 6.32% | 44.73%-38.4pp | 37.47%-31.2pp | 148.84%-142.5pp |
| Employer contribution / active EE | $1,939 | $2,811-31.0% | $2,427-20.1% | $4,248-54.4% |
| Participant deferral / active EE | $3,716 | $4,623-19.6% | $4,115-9.7% | $6,531-43.1% |
| Admin fee / account holder | $62,918 | $12,126+418.8% | $10,320+509.7% | $14,480+334.5% |