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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 | $545,822 | $115,225+373.7% | $100,712+442.0% | $138,895+293.0% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 12.38% | 40.35%-28.0pp | 33.27%-20.9pp | 145.39%-133.0pp |
| Employer contribution / active EE | $720 | $2,771-74.0% | $2,313-68.9% | $4,194-82.8% |
| Participant deferral / active EE | $4,000 | $4,699-14.9% | $4,085-2.1% | $6,396-37.5% |
| Admin fee / account holder | $5,043 | $10,844-53.5% | $9,256-45.5% | $12,562-59.9% |