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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 | $417,797 | $154,228+170.9% | $145,433+187.3% | $137,256+204.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 19.32% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,011 | $4,804-58.1% | $4,554-55.9% | $4,156-51.6% |
| Participant deferral / active EE | $9,234 | $8,216+12.4% | $7,897+16.9% | $6,407+44.1% |
| Admin fee / account holder | $2,411 | $14,344-83.2% | $13,129-81.6% | $12,270-80.3% |