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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 | $456,752 | $181,062+152.3% | $158,223+188.7% | $155,188+194.3% |
| Participation rate | 57.1% | 82.7%-25.5pp | 79.2%-22.1pp | 80.8%-23.7pp |
| Annual return | 16.10% | 57.39%-41.3pp | 52.09%-36.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $2,409 | $4,565-47.2% | $4,109-41.4% | $4,248-43.3% |
| Participant deferral / active EE | $4,821 | $6,134-21.4% | $5,467-11.8% | $6,531-26.2% |
| Admin fee / account holder | $45,991 | $18,825+144.3% | $16,047+186.6% | $14,480+217.6% |