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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 | $591,212 | $209,425+182.3% | $178,499+231.2% | $158,966+271.9% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 18.86% | 188.80%-169.9pp | 151.10%-132.2pp | 302.95%-284.1pp |
| Employer contribution / active EE | $1,934 | $5,707-66.1% | $5,011-61.4% | $4,762-59.4% |
| Participant deferral / active EE | $4,750 | $5,955-20.2% | $5,202-8.7% | $5,983-20.6% |
| Admin fee / account holder | $957 | $17,078-94.4% | $13,986-93.2% | $11,250-91.5% |