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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 | $663,343 | $154,228+330.1% | $145,433+356.1% | $137,256+383.3% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 17.47% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,927 | $4,804-39.1% | $4,554-35.7% | $4,156-29.6% |
| Participant deferral / active EE | $7,837 | $8,216-4.6% | $7,897-0.8% | $6,407+22.3% |
| Admin fee / account holder | $4,970 | $14,344-65.3% | $13,129-62.1% | $12,270-59.5% |