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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 | $694,035 | $209,336+231.5% | $197,124+252.1% | $137,256+405.6% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 13.68% | 48.09%-34.4pp | 44.34%-30.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,174 | $6,591-51.8% | $6,227-49.0% | $4,156-23.6% |
| Participant deferral / active EE | $8,061 | $9,614-16.2% | $9,135-11.8% | $6,407+25.8% |
| Admin fee / account holder | $2,665 | $17,308-84.6% | $16,298-83.6% | $12,270-78.3% |