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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 | $943,492 | $154,228+511.8% | $145,433+548.7% | $137,256+587.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 16.03% | 74.59%-58.6pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,834 | $4,804-20.2% | $4,554-15.8% | $4,156-7.8% |
| Participant deferral / active EE | $14,011 | $8,216+70.5% | $7,897+77.4% | $6,407+118.7% |
| Admin fee / account holder | $39,659 | $14,344+176.5% | $13,129+202.1% | $12,270+223.2% |