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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 | $519,822 | $111,535+366.1% | $105,223+394.0% | $137,256+278.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 16.83% | 237.85%-221.0pp | 180.65%-163.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,159 | $3,939-45.2% | $3,689-41.5% | $4,156-48.1% |
| Participant deferral / active EE | $6,000 | $5,500+9.1% | $5,072+18.3% | $6,407-6.3% |
| Admin fee / account holder | $2,713 | $9,721-72.1% | $8,859-69.4% | $12,270-77.9% |