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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 | $598,683 | $172,111+247.8% | $150,298+298.3% | $137,256+336.2% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 14.66% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.7pp |
| Employer contribution / active EE | $13,753 | $4,636+196.6% | $4,154+231.1% | $4,156+230.9% |
| Participant deferral / active EE | $8,106 | $6,166+31.5% | $5,453+48.7% | $6,407+26.5% |
| Admin fee / account holder | $15,632 | $16,471-5.1% | $14,116+10.7% | $12,270+27.4% |