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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 | $473,248 | $111,535+324.3% | $105,223+349.8% | $137,256+244.8% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 13.57% | 237.85%-224.3pp | 180.65%-167.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $7,410 | $3,939+88.1% | $3,689+100.9% | $4,156+78.3% |
| Participant deferral / active EE | $14,100 | $5,500+156.4% | $5,072+178.0% | $6,407+120.1% |
| Admin fee / account holder | $2,957 | $9,721-69.6% | $8,859-66.6% | $12,270-75.9% |