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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 | $124,980+382.4% | $108,359+456.4% | $154,746+289.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 15.25% | 45.00%-29.7pp | 36.89%-21.6pp | 172.34%-157.1pp |
| Employer contribution / active EE | $3,344 | $2,851+17.3% | $2,399+39.4% | $4,379-23.6% |
| Participant deferral / active EE | $13,272 | $4,743+179.8% | $4,137+220.8% | $6,730+97.2% |
| Admin fee / account holder | $18,555 | $11,502+61.3% | $9,741+90.5% | $14,365+29.2% |