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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 | $717,977 | $156,616+358.4% | $133,346+438.4% | $198,609+261.5% |
| Participation rate | 57.1% | 77.7%-20.6pp | 72.8%-15.7pp | 82.4%-25.2pp |
| Annual return | 14.69% | 44.25%-29.6pp | 36.85%-22.2pp | 202.70%-188.0pp |
| Employer contribution / active EE | $4,934 | $3,368+46.5% | $2,853+72.9% | $5,055-2.4% |
| Participant deferral / active EE | $7,433 | $4,920+51.1% | $4,332+71.6% | $6,977+6.5% |
| Admin fee / account holder | $8,594 | $17,468-50.8% | $14,264-39.8% | $19,030-54.8% |