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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 | $509,811 | $183,516+177.8% | $155,534+227.8% | $145,884+249.5% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 16.44% | 61.43%-45.0pp | 64.92%-48.5pp | 551.85%-535.4pp |
| Employer contribution / active EE | $1,916 | $5,315-63.9% | $4,675-59.0% | $4,662-58.9% |
| Participant deferral / active EE | $7,532 | $6,467+16.5% | $5,630+33.8% | $6,690+12.6% |
| Admin fee / account holder | $2,215 | $19,293-88.5% | $15,900-86.1% | $13,392-83.5% |