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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 | $604,387 | $72,071+738.6% | $68,368+784.0% | $137,256+340.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 15.11% | 353.14%-338.0pp | 292.57%-277.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,069 | $2,788-25.8% | $2,649-21.9% | $4,156-50.2% |
| Participant deferral / active EE | $13,344 | $4,410+202.6% | $4,123+223.7% | $6,407+108.3% |
| Admin fee / account holder | $4,190 | $5,336-21.5% | $5,150-18.6% | $12,270-65.9% |