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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 | $155,555+236.9% | $146,866+256.9% | $155,188+237.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 17.00% | 115.41%-98.4pp | 102.85%-85.9pp | 148.84%-131.8pp |
| Employer contribution / active EE | $2,693 | $4,647-42.0% | $4,425-39.1% | $4,248-36.6% |
| Participant deferral / active EE | $3,638 | $8,044-54.8% | $7,759-53.1% | $6,531-44.3% |
| Admin fee / account holder | $7,776 | $14,755-47.3% | $13,620-42.9% | $14,480-46.3% |