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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 | $462,507 | $166,131+178.4% | $164,975+180.4% | $145,877+217.1% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 19.75% | 100.37%-80.6pp | 70.12%-50.4pp | 551.28%-531.5pp |
| Employer contribution / active EE | $2,076 | $5,276-60.6% | $4,343-52.2% | $4,663-55.5% |
| Participant deferral / active EE | $12,314 | $6,962+76.9% | $6,033+104.1% | $6,691+84.1% |
| Admin fee / account holder | $842 | $16,648-94.9% | $12,688-93.4% | $13,402-93.7% |