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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 | $524,204 | $172,111+204.6% | $150,298+248.8% | $137,256+281.9% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 20.93% | 69.37%-48.4pp | 62.79%-41.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $2,387 | $4,636-48.5% | $4,154-42.5% | $4,156-42.6% |
| Participant deferral / active EE | $12,460 | $6,166+102.1% | $5,453+128.5% | $6,407+94.5% |
| Admin fee / account holder | $1,360 | $16,471-91.7% | $14,116-90.4% | $12,270-88.9% |