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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 | $533,147 | $185,312+187.7% | $161,489+230.1% | $154,746+244.5% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 14.85% | 103.84%-89.0pp | 89.72%-74.9pp | 172.34%-157.5pp |
| Employer contribution / active EE | $7,234 | $4,769+51.7% | $4,268+69.5% | $4,379+65.2% |
| Participant deferral / active EE | $15,500 | $6,350+144.1% | $5,630+175.3% | $6,730+130.3% |
| Admin fee / account holder | $988 | $18,654-94.7% | $16,006-93.8% | $14,365-93.1% |