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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 | $496,849 | $87,166+470.0% | $76,735+547.5% | $137,256+262.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 19.11% | 26.50%-7.4pp | 29.77%-10.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,196 | $2,904+10.0% | $2,454+30.2% | $4,156-23.1% |
| Participant deferral / active EE | $7,175 | $4,726+51.8% | $4,088+75.5% | $6,407+12.0% |
| Admin fee / account holder | $6,095 | $8,403-27.5% | $7,189-15.2% | $12,270-50.3% |