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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 | $688,570 | $183,592+275.1% | $155,567+342.6% | $145,959+371.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 11.05% | 61.24%-50.2pp | 64.74%-53.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $5,400 | $5,315+1.6% | $4,674+15.5% | $4,661+15.9% |
| Participant deferral / active EE | $16,001 | $6,464+147.5% | $5,628+184.3% | $6,689+139.2% |
| Admin fee / account holder | $996 | $19,318-94.8% | $15,916-93.7% | $13,398-92.6% |