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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 | $284,288 | $114,119+149.1% | $107,187+165.2% | $138,895+104.7% |
| Participation rate | 47.4% | 78.1%-30.7pp | 75.0%-27.7pp | 79.9%-32.6pp |
| Annual return | 17.02% | 273.21%-256.2pp | 204.55%-187.5pp | 145.39%-128.4pp |
| Employer contribution / active EE | $4,733 | $4,059+16.6% | $3,782+25.2% | $4,194+12.9% |
| Participant deferral / active EE | $9,298 | $5,538+67.9% | $5,096+82.4% | $6,396+45.4% |
| Admin fee / account holder | $56,562 | $10,024+464.3% | $9,162+517.3% | $12,562+350.3% |