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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 | $621,974 | $154,228+303.3% | $145,433+327.7% | $137,256+353.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 12.57% | 74.59%-62.0pp | 66.58%-54.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,776 | $4,804-63.0% | $4,554-61.0% | $4,156-57.3% |
| Participant deferral / active EE | $13,579 | $8,216+65.3% | $7,897+71.9% | $6,407+111.9% |
| Admin fee / account holder | $2,538 | $14,344-82.3% | $13,129-80.7% | $12,270-79.3% |