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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 | $429,809 | $107,353+300.4% | $92,903+362.6% | $152,885+181.1% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.5%-25.3pp |
| Annual return | 23.09% | 145.62%-122.5pp | 109.43%-86.3pp | 345.39%-322.3pp |
| Employer contribution / active EE | $5,705 | $4,222+35.1% | $3,653+56.2% | $4,763+19.8% |
| Participant deferral / active EE | $10,501 | $4,848+116.6% | $4,238+147.8% | $5,851+79.5% |
| Admin fee / account holder | $6,204 | $7,081-12.4% | $5,795+7.1% | $11,598-46.5% |