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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 | $556,815 | $93,617+494.8% | $135,982+309.5% | $75,177+640.7% |
| Participation rate | 62.5% | 75.2%-12.7pp | 81.9%-19.4pp | 67.2%-4.7pp |
| Annual return | 20.96% | 30.89%-9.9pp | 68.32%-47.4pp | 160.75%-139.8pp |
| Employer contribution / active EE | $7,508 | $3,538+112.2% | $4,859+54.5% | $2,671+181.1% |
| Participant deferral / active EE | $7,287 | $6,406+13.8% | $7,760-6.1% | $4,126+76.6% |
| Admin fee / account holder | $64,399 | $6,980+822.7% | $10,767+498.1% | $5,651+1039.5% |