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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 | $492,001 | $177,156+177.7% | $147,027+234.6% | $154,746+217.9% |
| Participation rate | 25.0% | 79.4%-54.4pp | 73.7%-48.7pp | 80.7%-55.7pp |
| Annual return | 9.91% | 21.94%-12.0pp | 20.23%-10.3pp | 172.34%-162.4pp |
| Employer contribution / active EE | $1,060 | $4,336-75.6% | $3,626-70.8% | $4,379-75.8% |
| Participant deferral / active EE | $7,750 | $5,797+33.7% | $4,933+57.1% | $6,730+15.2% |
| Admin fee / account holder | $23,276 | $14,904+56.2% | $12,223+90.4% | $14,365+62.0% |