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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 | $898,614 | $156,398+474.6% | $147,318+510.0% | $138,895+547.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 17.14% | 78.75%-61.6pp | 70.43%-53.3pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,693 | $4,853-65.1% | $4,593-63.1% | $4,194-59.6% |
| Participant deferral / active EE | $6,943 | $8,237-15.7% | $7,906-12.2% | $6,396+8.5% |
| Admin fee / account holder | $27,838 | $14,976+85.9% | $13,708+103.1% | $12,562+121.6% |