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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 | $499,690 | $148,629+236.2% | $135,982+267.5% | $139,487+258.2% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 25.60% | 79.33%-53.7pp | 68.32%-42.7pp | 373.84%-348.2pp |
| Employer contribution / active EE | $1,185 | $5,247-77.4% | $4,859-75.6% | $4,755-75.1% |
| Participant deferral / active EE | $2,794 | $8,102-65.5% | $7,760-64.0% | $6,713-58.4% |
| Admin fee / account holder | $2,171 | $12,406-82.5% | $10,767-79.8% | $11,407-81.0% |