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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 | $353,933 | $184,014+92.3% | $161,149+119.6% | $138,895+154.8% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 14.81% | 21.52%-6.7pp | 21.16%-6.4pp | 145.39%-130.6pp |
| Employer contribution / active EE | $15,628 | $5,055+209.1% | $4,360+258.4% | $4,194+272.6% |
| Participant deferral / active EE | $4,954 | $6,909-28.3% | $6,153-19.5% | $6,396-22.6% |
| Admin fee / account holder | $264,099 | $18,027+1365.0% | $15,194+1638.1% | $12,562+2002.3% |