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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 | $488,582 | $156,398+212.4% | $147,318+231.7% | $138,895+251.8% |
| Participation rate | 63.6% | 83.8%-20.1pp | 82.1%-18.4pp | 79.9%-16.3pp |
| Annual return | 13.99% | 78.75%-64.8pp | 70.43%-56.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $3,575 | $4,853-26.3% | $4,593-22.2% | $4,194-14.8% |
| Participant deferral / active EE | $10,041 | $8,237+21.9% | $7,906+27.0% | $6,396+57.0% |
| Admin fee / account holder | $4,726 | $14,976-68.4% | $13,708-65.5% | $12,562-62.4% |