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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 | $485,188 | $198,457+144.5% | $170,435+184.7% | $147,586+228.7% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 15.92% | 257.30%-241.4pp | 205.94%-190.0pp | 578.59%-562.7pp |
| Employer contribution / active EE | $2,265 | $6,183-63.4% | $5,432-58.3% | $4,876-53.6% |
| Participant deferral / active EE | $7,485 | $5,629+33.0% | $4,939+51.5% | $5,439+37.6% |
| Admin fee / account holder | $3,576 | $16,852-78.8% | $13,881-74.2% | $10,886-67.2% |