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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 | $711,835 | $223,823+218.0% | $211,142+237.1% | $154,746+360.0% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 12.29% | 50.39%-38.1pp | 46.84%-34.5pp | 172.34%-160.0pp |
| Employer contribution / active EE | $6,658 | $6,787-1.9% | $6,442+3.4% | $4,379+52.0% |
| Participant deferral / active EE | $14,225 | $9,750+45.9% | $9,284+53.2% | $6,730+111.4% |
| Admin fee / account holder | $138,457 | $19,707+602.6% | $19,076+625.8% | $14,365+863.8% |