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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 | $714,985 | $178,174+301.3% | $156,181+357.8% | $137,256+420.9% |
| Participation rate | 45.5% | 82.0%-36.6pp | 78.8%-33.4pp | 80.0%-34.5pp |
| Annual return | 19.48% | 84.19%-64.7pp | 64.87%-45.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $3,891 | $4,972-21.7% | $4,294-9.4% | $4,156-6.4% |
| Participant deferral / active EE | $8,340 | $6,888+21.1% | $6,132+36.0% | $6,407+30.2% |
| Admin fee / account holder | $17,672 | $17,404+1.5% | $14,586+21.2% | $12,270+44.0% |