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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 | $593,339 | $183,627+223.1% | $155,602+281.3% | $145,978+306.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 44.24% | 61.32%-17.1pp | 64.81%-20.6pp | 550.52%-506.3pp |
| Employer contribution / active EE | $2,366 | $5,316-55.5% | $4,675-49.4% | $4,662-49.3% |
| Participant deferral / active EE | $6,726 | $6,466+4.0% | $5,629+19.5% | $6,690+0.5% |
| Admin fee / account holder | $15,997 | $19,327-17.2% | $15,923+0.5% | $13,400+19.4% |