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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 | $945,625 | $181,062+422.3% | $158,223+497.7% | $155,188+509.3% |
| Participation rate | 25.0% | 82.7%-57.7pp | 79.2%-54.2pp | 80.8%-55.8pp |
| Annual return | 16.96% | 57.39%-40.4pp | 52.09%-35.1pp | 148.84%-131.9pp |
| Employer contribution / active EE | $5,881 | $4,565+28.8% | $4,109+43.1% | $4,248+38.4% |
| Participant deferral / active EE | $7,807 | $6,134+27.3% | $5,467+42.8% | $6,531+19.5% |
| Admin fee / account holder | $3,652 | $18,825-80.6% | $16,047-77.2% | $14,480-74.8% |