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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 | $524,411 | $172,111+204.7% | $150,298+248.9% | $137,256+282.1% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 17.36% | 69.37%-52.0pp | 62.79%-45.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $4,259 | $4,636-8.1% | $4,154+2.5% | $4,156+2.5% |
| Participant deferral / active EE | $12,745 | $6,166+106.7% | $5,453+133.7% | $6,407+98.9% |
| Admin fee / account holder | $20,458 | $16,471+24.2% | $14,116+44.9% | $12,270+66.7% |