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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 | $707,066 | $154,228+358.5% | $145,433+386.2% | $137,256+415.1% |
| Participation rate | 61.5% | 83.8%-22.3pp | 82.1%-20.6pp | 80.0%-18.4pp |
| Annual return | 15.49% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $5,176 | $4,804+7.7% | $4,554+13.6% | $4,156+24.5% |
| Participant deferral / active EE | $14,812 | $8,216+80.3% | $7,897+87.6% | $6,407+131.2% |
| Admin fee / account holder | $30,487 | $14,344+112.5% | $13,129+132.2% | $12,270+148.5% |