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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 | $541,201 | $172,111+214.4% | $150,298+260.1% | $137,256+294.3% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 15.40% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,705 | $4,636-63.2% | $4,154-59.0% | $4,156-59.0% |
| Participant deferral / active EE | $9,152 | $6,166+48.4% | $5,453+67.8% | $6,407+42.8% |
| Admin fee / account holder | $19,472 | $16,471+18.2% | $14,116+37.9% | $12,270+58.7% |