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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 | $88,996+458.3% | $78,004+537.0% | $138,895+257.7% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.4%-19.4pp | 79.9%-29.9pp |
| Annual return | 19.11% | 28.03%-8.9pp | 31.07%-12.0pp | 145.39%-126.3pp |
| Employer contribution / active EE | $3,196 | $2,917+9.6% | $2,469+29.4% | $4,194-23.8% |
| Participant deferral / active EE | $7,175 | $4,724+51.9% | $4,092+75.4% | $6,396+12.2% |
| Admin fee / account holder | $6,095 | $8,807-30.8% | $7,578-19.6% | $12,562-51.5% |