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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 | $750,323 | $182,442+311.3% | $163,379+359.3% | $138,895+440.2% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.8%-14.3pp | 79.9%-17.4pp |
| Annual return | 17.85% | 72.74%-54.9pp | 63.41%-45.6pp | 145.39%-127.5pp |
| Employer contribution / active EE | $2,574 | $4,159-38.1% | $3,752-31.4% | $4,194-38.6% |
| Participant deferral / active EE | $9,473 | $6,817+39.0% | $6,282+50.8% | $6,396+48.1% |
| Admin fee / account holder | $6,275 | $10,396-39.6% | $9,818-36.1% | $12,562-50.0% |