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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 | $500,465 | $275,752+81.5% | $256,809+94.9% | $198,609+152.0% |
| Participation rate | 50.0% | 89.2%-39.2pp | 88.5%-38.5pp | 82.4%-32.4pp |
| Annual return | 14.42% | 34.81%-20.4pp | 32.73%-18.3pp | 202.70%-188.3pp |
| Employer contribution / active EE | $9,349 | $7,721+21.1% | $7,263+28.7% | $5,055+84.9% |
| Participant deferral / active EE | $15,500 | $10,037+54.4% | $9,520+62.8% | $6,977+122.2% |
| Admin fee / account holder | $1,360 | $25,716-94.7% | $25,146-94.6% | $19,030-92.9% |