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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 | $731,990 | $181,896+302.4% | $156,551+367.6% | $273,972+167.2% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 13.30% | 30.74%-17.4pp | 32.23%-18.9pp | 41.46%-28.2pp |
| Employer contribution / active EE | $1,621 | $6,248-74.1% | $5,501-70.5% | $4,869-66.7% |
| Participant deferral / active EE | $10,500 | $5,550+89.2% | $4,871+115.6% | $5,287+98.6% |
| Admin fee / account holder | $5,834 | $15,560-62.5% | $13,028-55.2% | $10,133-42.4% |