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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 | $523,526 | $185,312+182.5% | $161,489+224.2% | $154,746+238.3% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 19.38% | 103.84%-84.5pp | 89.72%-70.3pp | 172.34%-153.0pp |
| Employer contribution / active EE | $2,000 | $4,769-58.1% | $4,268-53.1% | $4,379-54.3% |
| Participant deferral / active EE | $11,688 | $6,350+84.1% | $5,630+107.6% | $6,730+73.7% |
| Admin fee / account holder | $684 | $18,654-96.3% | $16,006-95.7% | $14,365-95.2% |