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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 | $378,194 | $99,053+281.8% | $88,179+328.9% | $138,895+172.3% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.1%-13.6pp | 79.9%-24.4pp |
| Annual return | 21.00% | 78.17%-57.2pp | 64.97%-44.0pp | 145.39%-124.4pp |
| Employer contribution / active EE | $3,909 | $2,882+35.6% | $2,549+53.3% | $4,194-6.8% |
| Participant deferral / active EE | $9,003 | $5,225+72.3% | $4,614+95.1% | $6,396+40.8% |
| Admin fee / account holder | $2,599 | $8,748-70.3% | $7,673-66.1% | $12,562-79.3% |