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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 | $721,566 | $174,379+313.8% | $152,093+374.4% | $138,895+419.5% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 16.34% | 74.86%-58.5pp | 66.36%-50.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $20,237 | $4,652+335.0% | $4,175+384.7% | $4,194+382.5% |
| Participant deferral / active EE | $15,667 | $6,159+154.4% | $5,451+187.4% | $6,396+144.9% |
| Admin fee / account holder | $127,381 | $16,880+654.6% | $14,497+778.7% | $12,562+914.0% |