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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 | $580,635 | $174,379+233.0% | $152,093+281.8% | $138,895+318.0% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 17.72% | 74.86%-57.1pp | 66.36%-48.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $5,300 | $4,652+13.9% | $4,175+27.0% | $4,194+26.4% |
| Participant deferral / active EE | $15,200 | $6,159+146.8% | $5,451+178.8% | $6,396+137.6% |
| Admin fee / account holder | $5,494 | $16,880-67.5% | $14,497-62.1% | $12,562-56.3% |