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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 | $156,398+503.3% | $147,318+540.4% | $138,895+579.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 16.03% | 78.75%-62.7pp | 70.43%-54.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $3,834 | $4,853-21.0% | $4,593-16.5% | $4,194-8.6% |
| Participant deferral / active EE | $14,011 | $8,237+70.1% | $7,906+77.2% | $6,396+119.0% |
| Admin fee / account holder | $39,659 | $14,976+164.8% | $13,708+189.3% | $12,562+215.7% |