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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 | $687,668 | $172,111+299.5% | $150,298+357.5% | $137,256+401.0% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 11.47% | 69.37%-57.9pp | 62.79%-51.3pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,470 | $4,636-46.7% | $4,154-40.5% | $4,156-40.6% |
| Participant deferral / active EE | $7,705 | $6,166+25.0% | $5,453+41.3% | $6,407+20.3% |
| Admin fee / account holder | $24,291 | $16,471+47.5% | $14,116+72.1% | $12,270+98.0% |