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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 | $616,886 | $223,823+175.6% | $211,142+192.2% | $154,746+298.6% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 12.80% | 50.39%-37.6pp | 46.84%-34.0pp | 172.34%-159.5pp |
| Employer contribution / active EE | $17,042 | $6,787+151.1% | $6,442+164.5% | $4,379+289.2% |
| Participant deferral / active EE | $10,167 | $9,750+4.3% | $9,284+9.5% | $6,730+51.1% |
| Admin fee / account holder | $21,686 | $19,707+10.0% | $19,076+13.7% | $14,365+51.0% |