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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 | $493,041 | $148,629+231.7% | $135,982+262.6% | $139,487+253.5% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 13.73% | 79.33%-65.6pp | 68.32%-54.6pp | 373.84%-360.1pp |
| Employer contribution / active EE | $6,447 | $5,247+22.9% | $4,859+32.7% | $4,755+35.6% |
| Participant deferral / active EE | $8,000 | $8,102-1.3% | $7,760+3.1% | $6,713+19.2% |
| Admin fee / account holder | $5,748 | $12,406-53.7% | $10,767-46.6% | $11,407-49.6% |