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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 | $691,056 | $93,598+638.3% | $135,974+408.2% | $75,173+819.3% |
| Participation rate | 43.8% | 75.2%-31.4pp | 81.9%-38.2pp | 67.2%-23.5pp |
| Annual return | 24.74% | 30.89%-6.2pp | 68.30%-43.6pp | 160.72%-136.0pp |
| Employer contribution / active EE | $8,734 | $3,538+146.9% | $4,859+79.8% | $2,671+227.0% |
| Participant deferral / active EE | $10,766 | $6,405+68.1% | $7,760+38.7% | $4,126+160.9% |
| Admin fee / account holder | $4,712 | $6,978-32.5% | $10,767-56.2% | $5,651-16.6% |