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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 | $156,398+240.3% | $147,318+261.2% | $138,895+283.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 19.43% | 78.75%-59.3pp | 70.43%-51.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $3,345 | $4,853-31.1% | $4,593-27.2% | $4,194-20.3% |
| Participant deferral / active EE | $13,764 | $8,237+67.1% | $7,906+74.1% | $6,396+115.2% |
| Admin fee / account holder | $4,000 | $14,976-73.3% | $13,708-70.8% | $12,562-68.2% |