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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 | $473,878 | $162,136+192.3% | $152,301+211.1% | $154,746+206.2% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 23.16% | 91.02%-67.9pp | 80.50%-57.3pp | 172.34%-149.2pp |
| Employer contribution / active EE | $3,600 | $4,890-26.4% | $4,624-22.2% | $4,379-17.8% |
| Participant deferral / active EE | $15,500 | $8,341+85.8% | $8,004+93.7% | $6,730+130.3% |
| Admin fee / account holder | $4,254 | $15,759-73.0% | $14,398-70.5% | $14,365-70.4% |