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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 | $576,327 | $136,860+321.1% | $120,344+378.9% | $154,746+272.4% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 20.00% | 21.38%-1.4pp | 20.30%-0.3pp | 172.34%-152.3pp |
| Employer contribution / active EE | $22,446 | $3,533+535.3% | $3,020+643.2% | $4,379+412.6% |
| Participant deferral / active EE | $14,951 | $5,793+158.1% | $5,135+191.2% | $6,730+122.1% |
| Admin fee / account holder | $19,358 | $15,393+25.8% | $12,742+51.9% | $14,365+34.8% |