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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 | $697,085 | $227,291+206.7% | $214,702+224.7% | $155,188+349.2% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 13.42% | 60.08%-46.7pp | 54.55%-41.1pp | 148.84%-135.4pp |
| Employer contribution / active EE | $1,517 | $6,772-77.6% | $6,461-76.5% | $4,248-64.3% |
| Participant deferral / active EE | $8,555 | $9,582-10.7% | $9,147-6.5% | $6,531+31.0% |
| Admin fee / account holder | $28,361 | $20,413+38.9% | $19,830+43.0% | $14,480+95.9% |