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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 | $584,240 | $183,592+218.2% | $155,574+275.5% | $145,877+300.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.92% | 61.37%-49.5pp | 64.87%-52.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $3,349 | $5,317-37.0% | $4,676-28.4% | $4,663-28.2% |
| Participant deferral / active EE | $11,217 | $6,466+73.5% | $5,629+99.3% | $6,691+67.6% |
| Admin fee / account holder | $23,832 | $19,316+23.4% | $15,914+49.8% | $13,402+77.8% |