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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 | $209,336+240.0% | $197,124+261.1% | $137,256+418.6% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 12.29% | 48.09%-35.8pp | 44.34%-32.1pp | 220.34%-208.1pp |
| Employer contribution / active EE | $6,658 | $6,591+1.0% | $6,227+6.9% | $4,156+60.2% |
| Participant deferral / active EE | $14,225 | $9,614+48.0% | $9,135+55.7% | $6,407+122.0% |
| Admin fee / account holder | $138,457 | $17,308+700.0% | $16,298+749.5% | $12,270+1028.4% |