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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 | $574,955 | $172,111+234.1% | $150,298+282.5% | $137,256+318.9% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 16.22% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $15,377 | $4,636+231.7% | $4,154+270.2% | $4,156+270.0% |
| Participant deferral / active EE | $17,667 | $6,166+186.5% | $5,453+224.0% | $6,407+175.7% |
| Admin fee / account holder | $6,125 | $16,471-62.8% | $14,116-56.6% | $12,270-50.1% |