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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 | $452,579 | $154,228+193.4% | $145,433+211.2% | $137,256+229.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 16.77% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $3,609 | $4,804-24.9% | $4,554-20.8% | $4,156-13.2% |
| Participant deferral / active EE | $11,031 | $8,216+34.3% | $7,897+39.7% | $6,407+72.2% |
| Admin fee / account holder | $39,981 | $14,344+178.7% | $13,129+204.5% | $12,270+225.8% |