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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 | $599,325 | $228,352+162.5% | $185,827+222.5% | $158,950+277.1% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 13.88% | 40.81%-26.9pp | 35.96%-22.1pp | 302.91%-289.0pp |
| Employer contribution / active EE | $5,129 | $4,967+3.3% | $4,087+25.5% | $4,762+7.7% |
| Participant deferral / active EE | $6,951 | $6,416+8.3% | $5,633+23.4% | $5,983+16.2% |
| Admin fee / account holder | $3,080 | $11,867-74.0% | $9,502-67.6% | $11,248-72.6% |