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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 | $509,725 | $154,228+230.5% | $145,433+250.5% | $137,256+271.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 13.85% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $4,223 | $4,804-12.1% | $4,554-7.3% | $4,156+1.6% |
| Participant deferral / active EE | $20,250 | $8,216+146.5% | $7,897+156.4% | $6,407+216.1% |
| Admin fee / account holder | $5,407 | $14,344-62.3% | $13,129-58.8% | $12,270-55.9% |