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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 | $518,536 | $111,535+364.9% | $105,223+392.8% | $137,256+277.8% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 20.92% | 237.85%-216.9pp | 180.65%-159.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $6,600 | $3,939+67.5% | $3,689+78.9% | $4,156+58.8% |
| Participant deferral / active EE | $9,400 | $5,500+70.9% | $5,072+85.3% | $6,407+46.7% |
| Admin fee / account holder | $1,454 | $9,721-85.0% | $8,859-83.6% | $12,270-88.2% |