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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 | $461,751 | $183,516+151.6% | $155,534+196.9% | $145,884+216.5% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 18.96% | 61.43%-42.5pp | 64.92%-46.0pp | 551.85%-532.9pp |
| Employer contribution / active EE | $5,120 | $5,315-3.7% | $4,675+9.5% | $4,662+9.8% |
| Participant deferral / active EE | $4,340 | $6,467-32.9% | $5,630-22.9% | $6,690-35.1% |
| Admin fee / account holder | $3,030 | $19,293-84.3% | $15,900-80.9% | $13,392-77.4% |