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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 | $627,567 | $77,814+706.5% | $158,223+296.6% | $86,983+621.5% |
| Participation rate | 65.9% | 68.4%-2.6pp | 79.2%-13.3pp | 69.5%-3.7pp |
| Annual return | 13.31% | 30.54%-17.2pp | 52.09%-38.8pp | 25.83%-12.5pp |
| Employer contribution / active EE | $3,347 | $2,592+29.1% | $4,109-18.6% | $2,584+29.5% |
| Participant deferral / active EE | $7,656 | $3,270+134.2% | $5,467+40.0% | $4,194+82.6% |
| Admin fee / account holder | $37,762 | $5,879+542.3% | $16,047+135.3% | $7,856+380.7% |