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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 | $497,291 | $155,555+219.7% | $146,866+238.6% | $155,188+220.4% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 17.57% | 115.41%-97.8pp | 102.85%-85.3pp | 148.84%-131.3pp |
| Employer contribution / active EE | $3,167 | $4,647-31.9% | $4,425-28.4% | $4,248-25.5% |
| Participant deferral / active EE | $4,000 | $8,044-50.3% | $7,759-48.4% | $6,531-38.8% |
| Admin fee / account holder | $4,613 | $14,755-68.7% | $13,620-66.1% | $14,480-68.1% |