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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 | $449,668 | $72,071+523.9% | $68,368+557.7% | $137,256+227.6% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 16.15% | 353.14%-337.0pp | 292.57%-276.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $4,158 | $2,788+49.2% | $2,649+57.0% | $4,156+0.1% |
| Participant deferral / active EE | $7,066 | $4,410+60.2% | $4,123+71.4% | $6,407+10.3% |
| Admin fee / account holder | $620 | $5,336-88.4% | $5,150-88.0% | $12,270-94.9% |