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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 | $491,605 | $178,174+175.9% | $156,181+214.8% | $137,256+258.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 12.49% | 84.19%-71.7pp | 64.87%-52.4pp | 220.34%-207.8pp |
| Employer contribution / active EE | $3,073 | $4,972-38.2% | $4,294-28.4% | $4,156-26.1% |
| Participant deferral / active EE | $11,949 | $6,888+73.5% | $6,132+94.9% | $6,407+86.5% |
| Admin fee / account holder | $168,602 | $17,404+868.8% | $14,586+1055.9% | $12,270+1274.1% |