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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 | $813,193 | $196,972+312.8% | $182,262+346.2% | $198,609+309.4% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 20.11% | 158.27%-138.2pp | 140.60%-120.5pp | 202.70%-182.6pp |
| Employer contribution / active EE | $3,733 | $5,364-30.4% | $5,046-26.0% | $5,055-26.2% |
| Participant deferral / active EE | $15,667 | $8,643+81.3% | $8,276+89.3% | $6,977+124.6% |
| Admin fee / account holder | $1,075 | $18,429-94.2% | $16,712-93.6% | $19,030-94.4% |