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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 | $606,820 | $165,381+266.9% | $149,730+305.3% | $158,966+281.7% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 14.34% | 348.29%-334.0pp | 276.70%-262.4pp | 302.95%-288.6pp |
| Employer contribution / active EE | $1,986 | $5,104-61.1% | $4,645-57.3% | $4,762-58.3% |
| Participant deferral / active EE | $7,724 | $7,182+7.5% | $6,843+12.9% | $5,983+29.1% |
| Admin fee / account holder | $1,963 | $10,809-81.8% | $9,310-78.9% | $11,250-82.5% |