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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 | $122,962+395.6% | $71,585+751.3% | $138,895+338.7% |
| Participation rate | 37.5% | 68.9%-31.4pp | 68.2%-30.7pp | 79.9%-42.4pp |
| Annual return | 29.35% | 37.84%-8.5pp | 59.26%-29.9pp | 145.39%-116.0pp |
| Employer contribution / active EE | $886 | $2,620-66.2% | $1,669-46.9% | $4,194-78.9% |
| Participant deferral / active EE | $8,041 | $4,311+86.5% | $2,923+175.1% | $6,396+25.7% |
| Admin fee / account holder | $5,682 | $6,488-12.4% | $4,712+20.6% | $12,562-54.8% |