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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 | $676,487 | $174,379+287.9% | $152,093+344.8% | $138,895+387.0% |
| Participation rate | 20.0% | 81.6%-61.6pp | 77.8%-57.8pp | 79.9%-59.9pp |
| Annual return | 12.99% | 74.86%-61.9pp | 66.36%-53.4pp | 145.39%-132.4pp |
| Employer contribution / active EE | $2,255 | $4,652-51.5% | $4,175-46.0% | $4,194-46.2% |
| Participant deferral / active EE | $6,200 | $6,159+0.7% | $5,451+13.7% | $6,396-3.1% |
| Admin fee / account holder | $32,754 | $16,880+94.0% | $14,497+125.9% | $12,562+160.7% |