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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 | $597,813 | $154,228+287.6% | $145,433+311.1% | $137,256+335.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 14.75% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $3,042 | $4,804-36.7% | $4,554-33.2% | $4,156-26.8% |
| Participant deferral / active EE | $7,352 | $8,216-10.5% | $7,897-6.9% | $6,407+14.8% |
| Admin fee / account holder | $8,672 | $14,344-39.5% | $13,129-33.9% | $12,270-29.3% |