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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 | $492,086 | $217,427+126.3% | $185,837+164.8% | $167,518+193.8% |
| Participation rate | 60.0% | 86.0%-26.0pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 9.98% | 148.39%-138.4pp | 122.08%-112.1pp | 478.71%-468.7pp |
| Employer contribution / active EE | $8,445 | $5,874+43.8% | $5,168+63.4% | $4,838+74.5% |
| Participant deferral / active EE | $5,700 | $6,357-10.3% | $5,568+2.4% | $6,342-10.1% |
| Admin fee / account holder | $3,422 | $19,816-82.7% | $16,241-78.9% | $12,312-72.2% |