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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 | $534,635 | $91,179+486.4% | $178,499+199.5% | $79,852+569.5% |
| Participation rate | 18.5% | 69.2%-50.7pp | 81.9%-63.4pp | 69.6%-51.1pp |
| Annual return | 16.79% | 24.19%-7.4pp | 151.10%-134.3pp | 31.72%-14.9pp |
| Employer contribution / active EE | $5,985 | $3,256+83.8% | $5,011+19.4% | $2,471+142.2% |
| Participant deferral / active EE | $4,567 | $3,236+41.2% | $5,202-12.2% | $3,740+22.1% |
| Admin fee / account holder | $33,298 | $6,749+393.4% | $13,986+138.1% | $5,306+527.5% |