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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 | $599,599 | $174,379+243.8% | $152,093+294.2% | $138,895+331.7% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 13.42% | 74.86%-61.4pp | 66.36%-52.9pp | 145.39%-132.0pp |
| Employer contribution / active EE | $1,000 | $4,652-78.5% | $4,175-76.0% | $4,194-76.2% |
| Participant deferral / active EE | $10,333 | $6,159+67.8% | $5,451+89.6% | $6,396+61.6% |
| Admin fee / account holder | $2,152 | $16,880-87.3% | $14,497-85.2% | $12,562-82.9% |