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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 | $174,379+308.4% | $152,093+368.2% | $138,895+412.7% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 30.02% | 74.86%-44.8pp | 66.36%-36.3pp | 145.39%-115.4pp |
| Employer contribution / active EE | $2,516 | $4,652-45.9% | $4,175-39.7% | $4,194-40.0% |
| Participant deferral / active EE | $16,043 | $6,159+160.5% | $5,451+194.3% | $6,396+150.8% |
| Admin fee / account holder | $18,134 | $16,880+7.4% | $14,497+25.1% | $12,562+44.4% |