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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 | $78,690+697.5% | $161,489+288.6% | $87,485+617.3% |
| Participation rate | 65.9% | 67.5%-1.6pp | 78.7%-12.8pp | 68.9%-3.1pp |
| Annual return | 13.31% | 32.74%-19.4pp | 89.72%-76.4pp | 26.06%-12.8pp |
| Employer contribution / active EE | $3,347 | $2,588+29.3% | $4,268-21.6% | $2,596+28.9% |
| Participant deferral / active EE | $7,656 | $3,311+131.2% | $5,630+36.0% | $4,274+79.1% |
| Admin fee / account holder | $37,762 | $6,724+461.6% | $16,006+135.9% | $7,775+385.7% |