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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 | $792,653 | $157,304+403.9% | $141,197+461.4% | $152,909+418.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 18.52% | 64.34%-45.8pp | 71.41%-52.9pp | 345.46%-326.9pp |
| Employer contribution / active EE | $4,468 | $5,263-15.1% | $4,736-5.7% | $4,764-6.2% |
| Participant deferral / active EE | $9,200 | $7,111+29.4% | $6,710+37.1% | $5,851+57.2% |
| Admin fee / account holder | $843 | $12,126-93.1% | $10,265-91.8% | $11,601-92.7% |