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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 | $524,134 | $156,398+235.1% | $147,318+255.8% | $138,895+277.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 17.00% | 78.75%-61.8pp | 70.43%-53.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,693 | $4,853-44.5% | $4,593-41.4% | $4,194-35.8% |
| Participant deferral / active EE | $3,638 | $8,237-55.8% | $7,906-54.0% | $6,396-43.1% |
| Admin fee / account holder | $7,776 | $14,976-48.1% | $13,708-43.3% | $12,562-38.1% |