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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 | $828,476 | $223,823+270.1% | $211,142+292.4% | $154,746+435.4% |
| Participation rate | 62.5% | 87.9%-25.4pp | 87.3%-24.8pp | 80.7%-18.2pp |
| Annual return | 15.70% | 50.39%-34.7pp | 46.84%-31.1pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,007 | $6,787-70.4% | $6,442-68.8% | $4,379-54.2% |
| Participant deferral / active EE | $6,143 | $9,750-37.0% | $9,284-33.8% | $6,730-8.7% |
| Admin fee / account holder | $2,147 | $19,707-89.1% | $19,076-88.7% | $14,365-85.1% |