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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 | $719,247 | $154,228+366.4% | $145,433+394.6% | $137,256+424.0% |
| Participation rate | 28.6% | 83.8%-55.2pp | 82.1%-53.5pp | 80.0%-51.4pp |
| Annual return | 15.67% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,403 | $4,804-70.8% | $4,554-69.2% | $4,156-66.2% |
| Participant deferral / active EE | $3,291 | $8,216-59.9% | $7,897-58.3% | $6,407-48.6% |
| Admin fee / account holder | $3,073 | $14,344-78.6% | $13,129-76.6% | $12,270-75.0% |