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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 | $436,513 | $156,398+179.1% | $147,318+196.3% | $138,895+214.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 17.31% | 78.75%-61.4pp | 70.43%-53.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $5,027 | $4,853+3.6% | $4,593+9.4% | $4,194+19.8% |
| Participant deferral / active EE | $16,654 | $8,237+102.2% | $7,906+110.6% | $6,396+160.4% |
| Admin fee / account holder | $352,042 | $14,976+2250.8% | $13,708+2468.2% | $12,562+2702.4% |