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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 | $483,912 | $181,062+167.3% | $158,223+205.8% | $155,188+211.8% |
| Participation rate | 44.4% | 82.7%-38.2pp | 79.2%-34.8pp | 80.8%-36.4pp |
| Annual return | 9.75% | 57.39%-47.6pp | 52.09%-42.3pp | 148.84%-139.1pp |
| Employer contribution / active EE | $1,464 | $4,565-67.9% | $4,109-64.4% | $4,248-65.5% |
| Participant deferral / active EE | $10,055 | $6,134+63.9% | $5,467+83.9% | $6,531+53.9% |
| Admin fee / account holder | $2,891 | $18,825-84.6% | $16,047-82.0% | $14,480-80.0% |