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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 | $114,119+314.7% | $107,187+341.5% | $138,895+240.7% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 13.57% | 273.21%-259.6pp | 204.55%-191.0pp | 145.39%-131.8pp |
| Employer contribution / active EE | $7,410 | $4,059+82.6% | $3,782+95.9% | $4,194+76.7% |
| Participant deferral / active EE | $14,100 | $5,538+154.6% | $5,096+176.7% | $6,396+120.4% |
| Admin fee / account holder | $2,957 | $10,024-70.5% | $9,162-67.7% | $12,562-76.5% |