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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 | $490,742 | $185,312+164.8% | $161,489+203.9% | $154,746+217.1% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 16.81% | 103.84%-87.0pp | 89.72%-72.9pp | 172.34%-155.5pp |
| Employer contribution / active EE | $2,092 | $4,769-56.1% | $4,268-51.0% | $4,379-52.2% |
| Participant deferral / active EE | $10,319 | $6,350+62.5% | $5,630+83.3% | $6,730+53.3% |
| Admin fee / account holder | $1,608 | $18,654-91.4% | $16,006-90.0% | $14,365-88.8% |