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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 | $507,893 | $209,336+142.6% | $197,124+157.7% | $137,256+270.0% |
| Participation rate | 53.3% | 87.3%-34.0pp | 86.7%-33.4pp | 80.0%-26.6pp |
| Annual return | 17.98% | 48.09%-30.1pp | 44.34%-26.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,087 | $6,591-68.3% | $6,227-66.5% | $4,156-49.8% |
| Participant deferral / active EE | $5,895 | $9,614-38.7% | $9,135-35.5% | $6,407-8.0% |
| Admin fee / account holder | $16,207 | $17,308-6.4% | $16,298-0.6% | $12,270+32.1% |