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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 | $849,078 | $135,956+524.5% | $123,894+585.3% | $273,972+209.9% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 5.05% | 56.63%-51.6pp | 47.52%-42.5pp | 41.46%-36.4pp |
| Employer contribution / active EE | $5,683 | $5,170+9.9% | $4,617+23.1% | $4,869+16.7% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,196 | $9,817-47.1% | $8,357-37.8% | $10,133-48.7% |