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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 | $738,703 | $154,228+379.0% | $145,433+407.9% | $137,256+438.2% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 15.85% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,035 | $4,804-36.8% | $4,554-33.4% | $4,156-27.0% |
| Participant deferral / active EE | $12,140 | $8,216+47.8% | $7,897+53.7% | $6,407+89.5% |
| Admin fee / account holder | $70,787 | $14,344+393.5% | $13,129+439.2% | $12,270+476.9% |