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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 | $717,081 | $97,125+638.3% | $86,233+731.6% | $137,256+422.4% |
| Participation rate | 17.6% | 74.2%-56.6pp | 69.0%-51.4pp | 80.0%-62.3pp |
| Annual return | 18.28% | 74.19%-55.9pp | 61.39%-43.1pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,405 | $2,841-50.5% | $2,504-43.9% | $4,156-66.2% |
| Participant deferral / active EE | $2,633 | $5,180-49.2% | $4,559-42.2% | $6,407-58.9% |
| Admin fee / account holder | $2,801 | $9,725-71.2% | $8,342-66.4% | $12,270-77.2% |