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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 | $162,136+355.6% | $152,301+385.0% | $154,746+377.4% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 15.85% | 91.02%-75.2pp | 80.50%-64.7pp | 172.34%-156.5pp |
| Employer contribution / active EE | $3,035 | $4,890-37.9% | $4,624-34.4% | $4,379-30.7% |
| Participant deferral / active EE | $12,140 | $8,341+45.5% | $8,004+51.7% | $6,730+80.4% |
| Admin fee / account holder | $70,787 | $15,759+349.2% | $14,398+391.6% | $14,365+392.8% |