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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 | $174,379+294.4% | $152,093+352.1% | $138,895+395.1% |
| Participation rate | 37.5% | 81.6%-44.1pp | 77.8%-40.3pp | 79.9%-42.4pp |
| Annual return | 11.47% | 74.86%-63.4pp | 66.36%-54.9pp | 145.39%-133.9pp |
| Employer contribution / active EE | $2,470 | $4,652-46.9% | $4,175-40.8% | $4,194-41.1% |
| Participant deferral / active EE | $7,705 | $6,159+25.1% | $5,451+41.3% | $6,396+20.5% |
| Admin fee / account holder | $24,291 | $16,880+43.9% | $14,497+67.6% | $12,562+93.4% |