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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 | $735,692 | $162,136+353.8% | $152,301+383.1% | $154,746+375.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 15.91% | 91.02%-75.1pp | 80.50%-64.6pp | 172.34%-156.4pp |
| Employer contribution / active EE | $5,890 | $4,890+20.4% | $4,624+27.4% | $4,379+34.5% |
| Participant deferral / active EE | $11,761 | $8,341+41.0% | $8,004+46.9% | $6,730+74.7% |
| Admin fee / account holder | $6,039 | $15,759-61.7% | $14,398-58.1% | $14,365-58.0% |