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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 | $581,139 | $172,111+237.7% | $150,298+286.7% | $137,256+323.4% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 17.72% | 69.37%-51.6pp | 62.79%-45.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $4,115 | $4,636-11.2% | $4,154-0.9% | $4,156-1.0% |
| Participant deferral / active EE | $30,750 | $6,166+398.7% | $5,453+463.9% | $6,407+380.0% |
| Admin fee / account holder | $13,146 | $16,471-20.2% | $14,116-6.9% | $12,270+7.1% |