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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 | $757,428 | $100,262+655.4% | $81,370+830.8% | $145,897+419.2% |
| Participation rate | 57.1% | 74.3%-17.1pp | 69.5%-12.4pp | 80.3%-23.2pp |
| Annual return | 17.79% | 34.52%-16.7pp | 24.85%-7.1pp | 552.29%-534.5pp |
| Employer contribution / active EE | $1,780 | $2,979-40.2% | $2,464-27.8% | $4,663-61.8% |
| Participant deferral / active EE | $9,380 | $4,612+103.4% | $3,885+141.4% | $6,689+40.2% |
| Admin fee / account holder | $1,761 | $8,163-78.4% | $5,749-69.4% | $13,390-86.8% |