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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 | $183,516+233.5% | $155,534+293.5% | $145,884+319.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 22.30% | 61.43%-39.1pp | 64.92%-42.6pp | 551.85%-529.6pp |
| Employer contribution / active EE | $3,250 | $5,315-38.8% | $4,675-30.5% | $4,662-30.3% |
| Participant deferral / active EE | $5,017 | $6,467-22.4% | $5,630-10.9% | $6,690-25.0% |
| Admin fee / account holder | $2,717 | $19,293-85.9% | $15,900-82.9% | $13,392-79.7% |