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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 | $486,267 | $111,535+336.0% | $105,223+362.1% | $137,256+254.3% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 21.76% | 237.85%-216.1pp | 180.65%-158.9pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,864 | $3,939-27.3% | $3,689-22.3% | $4,156-31.1% |
| Participant deferral / active EE | $13,800 | $5,500+150.9% | $5,072+172.1% | $6,407+115.4% |
| Admin fee / account holder | $1,328 | $9,721-86.3% | $8,859-85.0% | $12,270-89.2% |