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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 | $781,634 | $154,228+406.8% | $145,433+437.5% | $137,256+469.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 13.38% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $4,755 | $4,804-1.0% | $4,554+4.4% | $4,156+14.4% |
| Participant deferral / active EE | $14,680 | $8,216+78.7% | $7,897+85.9% | $6,407+129.1% |
| Admin fee / account holder | $499 | $14,344-96.5% | $13,129-96.2% | $12,270-95.9% |