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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 | $539,598 | $154,228+249.9% | $145,433+271.0% | $137,256+293.1% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 23.23% | 74.59%-51.4pp | 66.58%-43.3pp | 220.34%-197.1pp |
| Employer contribution / active EE | $4,667 | $4,804-2.9% | $4,554+2.5% | $4,156+12.3% |
| Participant deferral / active EE | $7,833 | $8,216-4.7% | $7,897-0.8% | $6,407+22.3% |
| Admin fee / account holder | $7,567 | $14,344-47.2% | $13,129-42.4% | $12,270-38.3% |