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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 | $567,523 | $174,379+225.5% | $152,093+273.1% | $138,895+308.6% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 18.17% | 74.86%-56.7pp | 66.36%-48.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $2,163 | $4,652-53.5% | $4,175-48.2% | $4,194-48.4% |
| Participant deferral / active EE | $5,800 | $6,159-5.8% | $5,451+6.4% | $6,396-9.3% |
| Admin fee / account holder | $3,642 | $16,880-78.4% | $14,497-74.9% | $12,562-71.0% |