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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 | $456,497 | $156,398+191.9% | $147,318+209.9% | $138,895+228.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 13.45% | 78.75%-65.3pp | 70.43%-57.0pp | 145.39%-131.9pp |
| Employer contribution / active EE | $4,039 | $4,853-16.8% | $4,593-12.1% | $4,194-3.7% |
| Participant deferral / active EE | $4,256 | $8,237-48.3% | $7,906-46.2% | $6,396-33.5% |
| Admin fee / account holder | $2,841 | $14,976-81.0% | $13,708-79.3% | $12,562-77.4% |