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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 | $659,171 | $175,231+276.2% | $149,696+340.3% | $139,466+372.6% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 15.73% | 166.77%-151.0pp | 134.46%-118.7pp | 373.66%-357.9pp |
| Employer contribution / active EE | $2,958 | $5,478-46.0% | $4,821-38.6% | $4,754-37.8% |
| Participant deferral / active EE | $8,239 | $6,521+26.3% | $5,682+45.0% | $6,712+22.8% |
| Admin fee / account holder | $3,986 | $16,155-75.3% | $13,212-69.8% | $11,409-65.1% |