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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 | $590,832 | $156,398+277.8% | $147,318+301.1% | $138,895+325.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 20.09% | 78.75%-58.7pp | 70.43%-50.3pp | 145.39%-125.3pp |
| Employer contribution / active EE | $8,000 | $4,853+64.8% | $4,593+74.2% | $4,194+90.7% |
| Participant deferral / active EE | $31,000 | $8,237+276.3% | $7,906+292.1% | $6,396+384.7% |
| Admin fee / account holder | $89,211 | $14,976+495.7% | $13,708+550.8% | $12,562+610.2% |