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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 | $618,114 | $160,070+286.2% | $147,117+320.2% | $145,897+323.7% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 13.89% | 98.69%-84.8pp | 420.54%-406.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $3,535 | $5,285-33.1% | $4,932-28.3% | $4,663-24.2% |
| Participant deferral / active EE | $7,762 | $8,419-7.8% | $8,065-3.8% | $6,689+16.0% |
| Admin fee / account holder | $9,650 | $15,035-35.8% | $12,993-25.7% | $13,390-27.9% |