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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 | $612,038 | $183,627+233.3% | $155,602+293.3% | $145,978+319.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 22.30% | 61.32%-39.0pp | 64.81%-42.5pp | 550.52%-528.2pp |
| Employer contribution / active EE | $3,250 | $5,316-38.9% | $4,675-30.5% | $4,662-30.3% |
| Participant deferral / active EE | $5,017 | $6,466-22.4% | $5,629-10.9% | $6,690-25.0% |
| Admin fee / account holder | $2,717 | $19,327-85.9% | $15,923-82.9% | $13,400-79.7% |