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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 | $729,822 | $97,289+650.2% | $92,805+686.4% | $155,188+370.3% |
| Participation rate | 66.7% | 84.2%-17.5pp | 83.5%-16.8pp | 80.8%-14.1pp |
| Annual return | 20.17% | 29.03%-8.9pp | 31.59%-11.4pp | 148.84%-128.7pp |
| Employer contribution / active EE | $27,333 | $3,632+652.6% | $3,424+698.3% | $4,248+543.5% |
| Participant deferral / active EE | $13,667 | $8,795+55.4% | $8,448+61.8% | $6,531+109.3% |
| Admin fee / account holder | $3,452 | $12,015-71.3% | $10,911-68.4% | $14,480-76.2% |