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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 | $540,156 | $117,829+358.4% | $102,423+427.4% | $145,877+270.3% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 26.43% | 31.83%-5.4pp | 29.42%-3.0pp | 551.28%-524.9pp |
| Employer contribution / active EE | $3,151 | $3,615-12.8% | $3,023+4.2% | $4,663-32.4% |
| Participant deferral / active EE | $3,643 | $5,732-36.4% | $5,054-27.9% | $6,691-45.5% |
| Admin fee / account holder | $12,893 | $13,335-3.3% | $9,455+36.4% | $13,402-3.8% |