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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 | $609,381 | $151,427+302.4% | $112,860+439.9% | $154,746+293.8% |
| Participation rate | 37.5% | 69.1%-31.6pp | 66.3%-28.8pp | 80.7%-43.2pp |
| Annual return | 29.35% | 30.95%-1.6pp | 35.26%-5.9pp | 172.34%-143.0pp |
| Employer contribution / active EE | $886 | $2,750-67.8% | $2,206-59.8% | $4,379-79.8% |
| Participant deferral / active EE | $8,041 | $4,285+87.7% | $3,493+130.2% | $6,730+19.5% |
| Admin fee / account holder | $5,682 | $7,369-22.9% | $6,841-16.9% | $14,365-60.4% |