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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 | $532,155 | $155,555+242.1% | $146,866+262.3% | $155,188+242.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 19.43% | 115.41%-96.0pp | 102.85%-83.4pp | 148.84%-129.4pp |
| Employer contribution / active EE | $3,345 | $4,647-28.0% | $4,425-24.4% | $4,248-21.3% |
| Participant deferral / active EE | $13,764 | $8,044+71.1% | $7,759+77.4% | $6,531+110.7% |
| Admin fee / account holder | $4,000 | $14,755-72.9% | $13,620-70.6% | $14,480-72.4% |