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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 | $592,984 | $115,225+414.6% | $100,712+488.8% | $138,895+326.9% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.3%-9.3pp | 79.9%-19.9pp |
| Annual return | 15.98% | 40.35%-24.4pp | 33.27%-17.3pp | 145.39%-129.4pp |
| Employer contribution / active EE | $2,860 | $2,771+3.2% | $2,313+23.6% | $4,194-31.8% |
| Participant deferral / active EE | $9,148 | $4,699+94.7% | $4,085+123.9% | $6,396+43.0% |
| Admin fee / account holder | $7,860 | $10,844-27.5% | $9,256-15.1% | $12,562-37.4% |