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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 | $228,395+162.4% | $185,861+222.5% | $158,982+277.0% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 13.88% | 40.82%-26.9pp | 35.96%-22.1pp | 302.99%-289.1pp |
| Employer contribution / active EE | $5,129 | $4,968+3.2% | $4,088+25.5% | $4,763+7.7% |
| Participant deferral / active EE | $6,951 | $6,417+8.3% | $5,634+23.4% | $5,983+16.2% |
| Admin fee / account holder | $3,080 | $11,869-74.1% | $9,503-67.6% | $11,252-72.6% |