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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 | $661,036 | $174,379+279.1% | $152,093+334.6% | $138,895+375.9% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 11.83% | 74.86%-63.0pp | 66.36%-54.5pp | 145.39%-133.6pp |
| Employer contribution / active EE | $2,250 | $4,652-51.6% | $4,175-46.1% | $4,194-46.3% |
| Participant deferral / active EE | $3,594 | $6,159-41.7% | $5,451-34.1% | $6,396-43.8% |
| Admin fee / account holder | $512 | $16,880-97.0% | $14,497-96.5% | $12,562-95.9% |