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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 | $502,185 | $165,399+203.6% | $149,745+235.4% | $158,982+215.9% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 13.21% | 348.34%-335.1pp | 276.72%-263.5pp | 302.99%-289.8pp |
| Employer contribution / active EE | $2,272 | $5,105-55.5% | $4,646-51.1% | $4,763-52.3% |
| Participant deferral / active EE | $9,940 | $7,183+38.4% | $6,843+45.3% | $5,983+66.1% |
| Admin fee / account holder | $3,864 | $10,811-64.3% | $9,312-58.5% | $11,252-65.7% |