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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 | $517,805 | $289,211+79.0% | $260,467+98.8% | $198,609+160.7% |
| Participation rate | 55.6% | 83.1%-27.5pp | 80.5%-24.9pp | 82.4%-26.8pp |
| Annual return | 13.47% | 112.90%-99.4pp | 100.60%-87.1pp | 202.70%-189.2pp |
| Employer contribution / active EE | $1,012 | $4,663-78.3% | $4,239-76.1% | $5,055-80.0% |
| Participant deferral / active EE | $9,045 | $6,812+32.8% | $6,319+43.1% | $6,977+29.7% |
| Admin fee / account holder | $61,403 | $16,236+278.2% | $15,461+297.1% | $19,030+222.7% |