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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 | $591,757 | $110,337+436.3% | $102,383+478.0% | $145,877+305.7% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 14.07% | 24.83%-10.8pp | 24.94%-10.9pp | 551.28%-537.2pp |
| Employer contribution / active EE | $1,096 | $4,216-74.0% | $3,870-71.7% | $4,663-76.5% |
| Participant deferral / active EE | $7,377 | $5,621+31.2% | $5,060+45.8% | $6,691+10.3% |
| Admin fee / account holder | $22,088 | $9,750+126.5% | $8,391+163.2% | $13,402+64.8% |