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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 | $664,139 | $174,379+280.9% | $152,093+336.7% | $138,895+378.2% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 13.43% | 74.86%-61.4pp | 66.36%-52.9pp | 145.39%-132.0pp |
| Employer contribution / active EE | $3,600 | $4,652-22.6% | $4,175-13.8% | $4,194-14.2% |
| Participant deferral / active EE | $3,600 | $6,159-41.5% | $5,451-34.0% | $6,396-43.7% |
| Admin fee / account holder | $1,977 | $16,880-88.3% | $14,497-86.4% | $12,562-84.3% |