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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 | $712,096 | $181,062+293.3% | $158,223+350.1% | $155,188+358.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 30.02% | 57.39%-27.4pp | 52.09%-22.1pp | 148.84%-118.8pp |
| Employer contribution / active EE | $2,516 | $4,565-44.9% | $4,109-38.8% | $4,248-40.8% |
| Participant deferral / active EE | $16,043 | $6,134+161.5% | $5,467+193.5% | $6,531+145.6% |
| Admin fee / account holder | $18,134 | $18,825-3.7% | $16,047+13.0% | $14,480+25.2% |