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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 | $533,431 | $172,111+209.9% | $150,298+254.9% | $137,256+288.6% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 21.56% | 69.37%-47.8pp | 62.79%-41.2pp | 220.34%-198.8pp |
| Employer contribution / active EE | $4,845 | $4,636+4.5% | $4,154+16.6% | $4,156+16.6% |
| Participant deferral / active EE | $12,680 | $6,166+105.7% | $5,453+132.5% | $6,407+97.9% |
| Admin fee / account holder | $41,724 | $16,471+153.3% | $14,116+195.6% | $12,270+240.0% |