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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 | $629,602 | $183,592+242.9% | $155,574+304.7% | $145,877+331.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 9.52% | 61.37%-51.9pp | 64.87%-55.3pp | 551.28%-541.8pp |
| Employer contribution / active EE | $12,645 | $5,317+137.8% | $4,676+170.4% | $4,663+171.2% |
| Participant deferral / active EE | $20,333 | $6,466+214.5% | $5,629+261.2% | $6,691+203.9% |
| Admin fee / account holder | $4,889 | $19,316-74.7% | $15,914-69.3% | $13,402-63.5% |