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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 | $488,148 | $157,296+210.3% | $141,191+245.7% | $152,897+219.3% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 23.20% | 64.34%-41.1pp | 71.41%-48.2pp | 345.43%-322.2pp |
| Employer contribution / active EE | $3,671 | $5,262-30.2% | $4,736-22.5% | $4,764-22.9% |
| Participant deferral / active EE | $8,550 | $7,111+20.2% | $6,710+27.4% | $5,851+46.1% |
| Admin fee / account holder | $8,768 | $12,125-27.7% | $10,264-14.6% | $11,599-24.4% |