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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 | $554,769 | $115,225+381.5% | $100,712+450.8% | $138,895+299.4% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 14.57% | 40.35%-25.8pp | 33.27%-18.7pp | 145.39%-130.8pp |
| Employer contribution / active EE | $5,483 | $2,771+97.9% | $2,313+137.1% | $4,194+30.7% |
| Participant deferral / active EE | $9,408 | $4,699+100.2% | $4,085+130.3% | $6,396+47.1% |
| Admin fee / account holder | $10,105 | $10,844-6.8% | $9,256+9.2% | $12,562-19.6% |