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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 | $754,823 | $213,785+253.1% | $185,441+307.0% | $155,188+386.4% |
| Participation rate | 28.6% | 83.2%-54.6pp | 80.3%-51.7pp | 80.8%-52.2pp |
| Annual return | 20.26% | 19.97%+0.3pp | 20.16%+0.1pp | 148.84%-128.6pp |
| Employer contribution / active EE | $3,369 | $5,393-37.5% | $4,672-27.9% | $4,248-20.7% |
| Participant deferral / active EE | $8,857 | $6,864+29.0% | $6,152+44.0% | $6,531+35.6% |
| Admin fee / account holder | $4,374 | $21,134-79.3% | $17,890-75.6% | $14,480-69.8% |