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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 | $487,591 | $154,228+216.1% | $145,433+235.3% | $137,256+255.2% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.7pp | 80.0%-35.5pp |
| Annual return | 16.60% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,290 | $4,804-52.3% | $4,554-49.7% | $4,156-44.9% |
| Participant deferral / active EE | $8,622 | $8,216+4.9% | $7,897+9.2% | $6,407+34.6% |
| Admin fee / account holder | $6,663 | $14,344-53.5% | $13,129-49.3% | $12,270-45.7% |