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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 | $653,097 | $183,627+255.7% | $155,602+319.7% | $145,978+347.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 17.65% | 61.32%-43.7pp | 64.81%-47.2pp | 550.52%-532.9pp |
| Employer contribution / active EE | $3,107 | $5,316-41.6% | $4,675-33.5% | $4,662-33.3% |
| Participant deferral / active EE | $8,734 | $6,466+35.1% | $5,629+55.2% | $6,690+30.6% |
| Admin fee / account holder | $1,855 | $19,327-90.4% | $15,923-88.4% | $13,400-86.2% |