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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 | $679,586 | $154,228+340.6% | $145,433+367.3% | $137,256+395.1% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 14.58% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $3,239 | $4,804-32.6% | $4,554-28.9% | $4,156-22.1% |
| Participant deferral / active EE | $11,922 | $8,216+45.1% | $7,897+51.0% | $6,407+86.1% |
| Admin fee / account holder | $20,159 | $14,344+40.5% | $13,129+53.5% | $12,270+64.3% |