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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 | $517,061 | $223,823+131.0% | $211,142+144.9% | $154,746+234.1% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 18.17% | 50.39%-32.2pp | 46.84%-28.7pp | 172.34%-154.2pp |
| Employer contribution / active EE | $4,927 | $6,787-27.4% | $6,442-23.5% | $4,379+12.5% |
| Participant deferral / active EE | $15,667 | $9,750+60.7% | $9,284+68.7% | $6,730+132.8% |
| Admin fee / account holder | $2,613 | $19,707-86.7% | $19,076-86.3% | $14,365-81.8% |