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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 | $617,875 | $88,996+594.3% | $78,004+692.1% | $138,895+344.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.4%-19.4pp | 79.9%-29.9pp |
| Annual return | 11.77% | 28.03%-16.3pp | 31.07%-19.3pp | 145.39%-133.6pp |
| Employer contribution / active EE | $1,868 | $2,917-36.0% | $2,469-24.3% | $4,194-55.5% |
| Participant deferral / active EE | $8,793 | $4,724+86.1% | $4,092+114.9% | $6,396+37.5% |
| Admin fee / account holder | $18,270 | $8,807+107.4% | $7,578+141.1% | $12,562+45.4% |