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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 | $223,823+123.6% | $211,142+137.0% | $154,746+223.4% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 14.42% | 50.39%-36.0pp | 46.84%-32.4pp | 172.34%-157.9pp |
| Employer contribution / active EE | $9,349 | $6,787+37.8% | $6,442+45.1% | $4,379+113.5% |
| Participant deferral / active EE | $15,500 | $9,750+59.0% | $9,284+67.0% | $6,730+130.3% |
| Admin fee / account holder | $1,360 | $19,707-93.1% | $19,076-92.9% | $14,365-90.5% |