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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 | $509,932 | $211,288+141.3% | $178,540+185.6% | $145,884+249.5% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 9.72% | 30.27%-20.6pp | 27.15%-17.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $6,033 | $4,574+31.9% | $3,953+52.6% | $4,662+29.4% |
| Participant deferral / active EE | $9,515 | $6,967+36.6% | $6,281+51.5% | $6,690+42.2% |
| Admin fee / account holder | $3,581 | $12,105-70.4% | $10,424-65.7% | $13,392-73.3% |