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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 | $583,775 | $154,228+278.5% | $145,433+301.4% | $137,256+325.3% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 24.92% | 74.59%-49.7pp | 66.58%-41.7pp | 220.34%-195.4pp |
| Employer contribution / active EE | $1,398 | $4,804-70.9% | $4,554-69.3% | $4,156-66.4% |
| Participant deferral / active EE | $5,140 | $8,216-37.4% | $7,897-34.9% | $6,407-19.8% |
| Admin fee / account holder | $19,735 | $14,344+37.6% | $13,129+50.3% | $12,270+60.8% |