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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 | $594,357 | $185,312+220.7% | $161,489+268.0% | $154,746+284.1% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 39.03% | 103.84%-64.8pp | 89.72%-50.7pp | 172.34%-133.3pp |
| Employer contribution / active EE | $3,086 | $4,769-35.3% | $4,268-27.7% | $4,379-29.5% |
| Participant deferral / active EE | $9,700 | $6,350+52.8% | $5,630+72.3% | $6,730+44.1% |
| Admin fee / account holder | $2,723 | $18,654-85.4% | $16,006-83.0% | $14,365-81.0% |