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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 | $635,527 | $183,592+246.2% | $155,574+308.5% | $145,877+335.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 21.81% | 61.37%-39.6pp | 64.87%-43.1pp | 551.28%-529.5pp |
| Employer contribution / active EE | $1,547 | $5,317-70.9% | $4,676-66.9% | $4,663-66.8% |
| Participant deferral / active EE | $15,125 | $6,466+133.9% | $5,629+168.7% | $6,691+126.1% |
| Admin fee / account holder | $16,282 | $19,316-15.7% | $15,914+2.3% | $13,402+21.5% |