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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 | $602,912 | $112,729+434.8% | $98,716+510.8% | $137,256+339.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 15.25% | 38.48%-23.2pp | 31.81%-16.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $3,344 | $2,725+22.7% | $2,279+46.8% | $4,156-19.5% |
| Participant deferral / active EE | $13,272 | $4,640+186.0% | $4,048+227.9% | $6,407+107.2% |
| Admin fee / account holder | $18,555 | $10,129+83.2% | $8,703+113.2% | $12,270+51.2% |