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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 | $185,141+165.7% | $153,416+220.7% | $155,188+217.0% |
| Participation rate | 25.0% | 79.9%-54.9pp | 74.3%-49.3pp | 80.8%-55.8pp |
| Annual return | 9.91% | 18.72%-8.8pp | 17.84%-7.9pp | 148.84%-138.9pp |
| Employer contribution / active EE | $1,060 | $4,489-76.4% | $3,764-71.8% | $4,248-75.0% |
| Participant deferral / active EE | $7,750 | $5,477+41.5% | $4,723+64.1% | $6,531+18.7% |
| Admin fee / account holder | $23,276 | $16,005+45.4% | $13,095+77.7% | $14,480+60.7% |