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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 | $500,451 | $181,062+176.4% | $158,223+216.3% | $155,188+222.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 18.38% | 57.39%-39.0pp | 52.09%-33.7pp | 148.84%-130.5pp |
| Employer contribution / active EE | $2,196 | $4,565-51.9% | $4,109-46.6% | $4,248-48.3% |
| Participant deferral / active EE | $11,439 | $6,134+86.5% | $5,467+109.2% | $6,531+75.1% |
| Admin fee / account holder | $3,354 | $18,825-82.2% | $16,047-79.1% | $14,480-76.8% |