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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 | $686,235 | $209,336+227.8% | $197,124+248.1% | $137,256+400.0% |
| Participation rate | 31.3% | 87.3%-56.1pp | 86.7%-55.5pp | 80.0%-48.7pp |
| Annual return | 28.80% | 48.09%-19.3pp | 44.34%-15.5pp | 220.34%-191.5pp |
| Employer contribution / active EE | $3,911 | $6,591-40.7% | $6,227-37.2% | $4,156-5.9% |
| Participant deferral / active EE | $7,139 | $9,614-25.7% | $9,135-21.9% | $6,407+11.4% |
| Admin fee / account holder | $9,625 | $17,308-44.4% | $16,298-40.9% | $12,270-21.6% |