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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 | $162,136+232.8% | $152,301+254.3% | $154,746+248.7% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 23.23% | 91.02%-67.8pp | 80.50%-57.3pp | 172.34%-149.1pp |
| Employer contribution / active EE | $4,667 | $4,890-4.6% | $4,624+0.9% | $4,379+6.6% |
| Participant deferral / active EE | $7,833 | $8,341-6.1% | $8,004-2.1% | $6,730+16.4% |
| Admin fee / account holder | $7,567 | $15,759-52.0% | $14,398-47.4% | $14,365-47.3% |