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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 | $672,054 | $115,225+483.3% | $100,712+567.3% | $138,895+383.9% |
| Participation rate | 33.3% | 74.3%-41.0pp | 69.3%-35.9pp | 79.9%-46.6pp |
| Annual return | 24.71% | 40.35%-15.6pp | 33.27%-8.6pp | 145.39%-120.7pp |
| Employer contribution / active EE | $1,570 | $2,771-43.3% | $2,313-32.1% | $4,194-62.6% |
| Participant deferral / active EE | $9,000 | $4,699+91.5% | $4,085+120.3% | $6,396+40.7% |
| Admin fee / account holder | $5,602 | $10,844-48.3% | $9,256-39.5% | $12,562-55.4% |