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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 | $114,119+354.4% | $107,187+383.8% | $138,895+273.3% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | 20.92% | 273.21%-252.3pp | 204.55%-183.6pp | 145.39%-124.5pp |
| Employer contribution / active EE | $6,600 | $4,059+62.6% | $3,782+74.5% | $4,194+57.4% |
| Participant deferral / active EE | $9,400 | $5,538+69.7% | $5,096+84.5% | $6,396+47.0% |
| Admin fee / account holder | $1,454 | $10,024-85.5% | $9,162-84.1% | $12,562-88.4% |