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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 | $704,268 | $157,304+347.7% | $141,197+398.8% | $152,909+360.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 26.49% | 64.34%-37.9pp | 71.41%-44.9pp | 345.46%-319.0pp |
| Employer contribution / active EE | $5,692 | $5,263+8.2% | $4,736+20.2% | $4,764+19.5% |
| Participant deferral / active EE | $9,755 | $7,111+37.2% | $6,710+45.4% | $5,851+66.7% |
| Admin fee / account holder | $11,882 | $12,126-2.0% | $10,265+15.8% | $11,601+2.4% |