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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 | $643,432 | $156,398+311.4% | $147,318+336.8% | $138,895+363.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 20.17% | 78.75%-58.6pp | 70.43%-50.3pp | 145.39%-125.2pp |
| Employer contribution / active EE | $3,688 | $4,853-24.0% | $4,593-19.7% | $4,194-12.1% |
| Participant deferral / active EE | $4,130 | $8,237-49.9% | $7,906-47.8% | $6,396-35.4% |
| Admin fee / account holder | $1,376 | $14,976-90.8% | $13,708-90.0% | $12,562-89.0% |