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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 | $541,573 | $99,053+446.8% | $88,179+514.2% | $138,895+289.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | 16.86% | 78.17%-61.3pp | 64.97%-48.1pp | 145.39%-128.5pp |
| Employer contribution / active EE | $3,681 | $2,882+27.7% | $2,549+44.4% | $4,194-12.2% |
| Participant deferral / active EE | $6,347 | $5,225+21.5% | $4,614+37.6% | $6,396-0.8% |
| Admin fee / account holder | $192,952 | $8,748+2105.6% | $7,673+2414.7% | $12,562+1436.0% |