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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 | $482,301 | $181,062+166.4% | $158,223+204.8% | $155,188+210.8% |
| Participation rate | 57.1% | 82.7%-25.5pp | 79.2%-22.1pp | 80.8%-23.7pp |
| Annual return | 17.84% | 57.39%-39.5pp | 52.09%-34.2pp | 148.84%-131.0pp |
| Employer contribution / active EE | $8,420 | $4,565+84.5% | $4,109+104.9% | $4,248+98.2% |
| Participant deferral / active EE | $4,460 | $6,134-27.3% | $5,467-18.4% | $6,531-31.7% |
| Admin fee / account holder | $2,545 | $18,825-86.5% | $16,047-84.1% | $14,480-82.4% |