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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 | $156,398+249.5% | $147,318+271.0% | $138,895+293.5% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 20.50% | 78.75%-58.2pp | 70.43%-49.9pp | 145.39%-124.9pp |
| Employer contribution / active EE | $13,155 | $4,853+171.1% | $4,593+186.4% | $4,194+213.6% |
| Participant deferral / active EE | $9,400 | $8,237+14.1% | $7,906+18.9% | $6,396+47.0% |
| Admin fee / account holder | $5,698 | $14,976-62.0% | $13,708-58.4% | $12,562-54.6% |