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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 | $704,796 | $201,370+250.0% | $184,256+282.5% | $145,897+383.1% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 14.05% | 29.05%-15.0pp | 28.85%-14.8pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,908 | $7,024-72.8% | $6,427-70.3% | $4,663-59.1% |
| Participant deferral / active EE | $3,661 | $9,808-62.7% | $9,133-59.9% | $6,689-45.3% |
| Admin fee / account holder | $1,654 | $16,364-89.9% | $13,899-88.1% | $13,390-87.6% |