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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 | $527,645 | $148,623+255.0% | $135,974+288.0% | $139,466+278.3% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 16.60% | 79.30%-62.7pp | 68.30%-51.7pp | 373.66%-357.1pp |
| Employer contribution / active EE | $2,314 | $5,246-55.9% | $4,859-52.4% | $4,754-51.3% |
| Participant deferral / active EE | $6,180 | $8,103-23.7% | $7,760-20.4% | $6,712-7.9% |
| Admin fee / account holder | $19,485 | $12,406+57.1% | $10,767+81.0% | $11,409+70.8% |