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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 | $674,028 | $209,425+221.8% | $178,499+277.6% | $158,966+324.0% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 6.72% | 188.80%-182.1pp | 151.10%-144.4pp | 302.95%-296.2pp |
| Employer contribution / active EE | $2,906 | $5,707-49.1% | $5,011-42.0% | $4,762-39.0% |
| Participant deferral / active EE | $7,555 | $5,955+26.9% | $5,202+45.2% | $5,983+26.3% |
| Admin fee / account holder | $4,423 | $17,078-74.1% | $13,986-68.4% | $11,250-60.7% |