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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 | $638,932 | $174,379+266.4% | $152,093+320.1% | $138,895+360.0% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 15.53% | 74.86%-59.3pp | 66.36%-50.8pp | 145.39%-129.9pp |
| Employer contribution / active EE | $6,148 | $4,652+32.2% | $4,175+47.3% | $4,194+46.6% |
| Participant deferral / active EE | $18,129 | $6,159+194.3% | $5,451+232.6% | $6,396+183.4% |
| Admin fee / account holder | $3,009 | $16,880-82.2% | $14,497-79.2% | $12,562-76.0% |