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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 | $223,823+206.6% | $211,142+225.0% | $154,746+343.5% |
| Participation rate | 31.3% | 87.9%-56.6pp | 87.3%-56.0pp | 80.7%-49.5pp |
| Annual return | 28.80% | 50.39%-21.6pp | 46.84%-18.0pp | 172.34%-143.5pp |
| Employer contribution / active EE | $3,911 | $6,787-42.4% | $6,442-39.3% | $4,379-10.7% |
| Participant deferral / active EE | $7,139 | $9,750-26.8% | $9,284-23.1% | $6,730+6.1% |
| Admin fee / account holder | $9,625 | $19,707-51.2% | $19,076-49.5% | $14,365-33.0% |