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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 | $183,516+255.9% | $155,534+319.9% | $145,884+347.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 17.65% | 61.43%-43.8pp | 64.92%-47.3pp | 551.85%-534.2pp |
| Employer contribution / active EE | $3,107 | $5,315-41.5% | $4,675-33.5% | $4,662-33.4% |
| Participant deferral / active EE | $8,734 | $6,467+35.1% | $5,630+55.1% | $6,690+30.6% |
| Admin fee / account holder | $1,855 | $19,293-90.4% | $15,900-88.3% | $13,392-86.1% |