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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 | $562,348 | $178,174+215.6% | $156,181+260.1% | $137,256+309.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 17.97% | 84.19%-66.2pp | 64.87%-46.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,092 | $4,972-57.9% | $4,294-51.3% | $4,156-49.7% |
| Participant deferral / active EE | $6,674 | $6,888-3.1% | $6,132+8.8% | $6,407+4.2% |
| Admin fee / account holder | $12,733 | $17,404-26.8% | $14,586-12.7% | $12,270+3.8% |