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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 | $750,938 | $97,125+673.2% | $86,233+770.8% | $137,256+447.1% |
| Participation rate | 18.2% | 74.2%-56.0pp | 69.0%-50.8pp | 80.0%-61.8pp |
| Annual return | 14.44% | 74.19%-59.7pp | 61.39%-46.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $297 | $2,841-89.5% | $2,504-88.1% | $4,156-92.8% |
| Participant deferral / active EE | $5,021 | $5,180-3.1% | $4,559+10.1% | $6,407-21.6% |
| Admin fee / account holder | $4,314 | $9,725-55.6% | $8,342-48.3% | $12,270-64.8% |