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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 | $655,242 | $174,379+275.8% | $152,093+330.8% | $138,895+371.8% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 25.38% | 74.86%-49.5pp | 66.36%-41.0pp | 145.39%-120.0pp |
| Employer contribution / active EE | $3,602 | $4,652-22.6% | $4,175-13.7% | $4,194-14.1% |
| Participant deferral / active EE | $9,250 | $6,159+50.2% | $5,451+69.7% | $6,396+44.6% |
| Admin fee / account holder | $826 | $16,880-95.1% | $14,497-94.3% | $12,562-93.4% |