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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 | $571,294 | $154,228+270.4% | $145,433+292.8% | $137,256+316.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 13.27% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $16,612 | $4,804+245.8% | $4,554+264.7% | $4,156+299.7% |
| Participant deferral / active EE | $11,603 | $8,216+41.2% | $7,897+46.9% | $6,407+81.1% |
| Admin fee / account holder | $47,599 | $14,344+231.8% | $13,129+262.5% | $12,270+287.9% |