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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 | $495,568 | $174,379+184.2% | $152,093+225.8% | $138,895+256.8% |
| Participation rate | 46.7% | 81.6%-35.0pp | 77.8%-31.1pp | 79.9%-33.3pp |
| Annual return | 11.89% | 74.86%-63.0pp | 66.36%-54.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $2,278 | $4,652-51.0% | $4,175-45.4% | $4,194-45.7% |
| Participant deferral / active EE | $4,606 | $6,159-25.2% | $5,451-15.5% | $6,396-28.0% |
| Admin fee / account holder | $982 | $16,880-94.2% | $14,497-93.2% | $12,562-92.2% |