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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 | $156,398+324.1% | $147,318+350.3% | $138,895+377.6% |
| Participation rate | 63.6% | 83.8%-20.1pp | 82.1%-18.4pp | 79.9%-16.3pp |
| Annual return | 17.47% | 78.75%-61.3pp | 70.43%-53.0pp | 145.39%-127.9pp |
| Employer contribution / active EE | $2,927 | $4,853-39.7% | $4,593-36.3% | $4,194-30.2% |
| Participant deferral / active EE | $7,837 | $8,237-4.9% | $7,906-0.9% | $6,396+22.5% |
| Admin fee / account holder | $4,970 | $14,976-66.8% | $13,708-63.7% | $12,562-60.4% |