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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 | $495,256 | $154,228+221.1% | $145,433+240.5% | $137,256+260.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 13.78% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,164 | $4,804-54.9% | $4,554-52.5% | $4,156-47.9% |
| Participant deferral / active EE | $8,819 | $8,216+7.3% | $7,897+11.7% | $6,407+37.6% |
| Admin fee / account holder | $3,038 | $14,344-78.8% | $13,129-76.9% | $12,270-75.2% |