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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 | $571,391 | $154,228+270.5% | $145,433+292.9% | $137,256+316.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 13.32% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,036 | $4,804-78.4% | $4,554-77.2% | $4,156-75.1% |
| Participant deferral / active EE | $7,113 | $8,216-13.4% | $7,897-9.9% | $6,407+11.0% |
| Admin fee / account holder | $20,089 | $14,344+40.1% | $13,129+53.0% | $12,270+63.7% |