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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 | $460,862 | $156,398+194.7% | $147,318+212.8% | $138,895+231.8% |
| Participation rate | 4.8% | 83.8%-79.0pp | 82.1%-77.3pp | 79.9%-75.2pp |
| Annual return | 17.53% | 78.75%-61.2pp | 70.43%-52.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $16,791 | $4,853+246.0% | $4,593+265.6% | $4,194+300.3% |
| Participant deferral / active EE | $14,964 | $8,237+81.7% | $7,906+89.3% | $6,396+133.9% |
| Admin fee / account holder | $11,953 | $14,976-20.2% | $13,708-12.8% | $12,562-4.8% |