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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 | $491,603 | $106,749+360.5% | $145,433+238.0% | $82,448+496.3% |
| Participation rate | 44.8% | 75.6%-30.8pp | 82.1%-37.3pp | 68.1%-23.2pp |
| Annual return | 15.11% | 27.59%-12.5pp | 66.58%-51.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $8,921 | $3,444+159.0% | $4,554+95.9% | $2,551+249.7% |
| Participant deferral / active EE | $7,906 | $6,519+21.3% | $7,897+0.1% | $4,139+91.0% |
| Admin fee / account holder | $13,073 | $8,390+55.8% | $13,129-0.4% | $7,234+80.7% |