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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 | $546,544 | $155,555+251.4% | $146,866+272.1% | $155,188+252.2% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.5%-42.5pp | 80.8%-40.8pp |
| Annual return | 20.50% | 115.41%-94.9pp | 102.85%-82.4pp | 148.84%-128.3pp |
| Employer contribution / active EE | $13,155 | $4,647+183.1% | $4,425+197.3% | $4,248+209.7% |
| Participant deferral / active EE | $9,400 | $8,044+16.9% | $7,759+21.1% | $6,531+43.9% |
| Admin fee / account holder | $5,698 | $14,755-61.4% | $13,620-58.2% | $14,480-60.7% |