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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 | $779,602 | $174,379+347.1% | $152,093+412.6% | $138,895+461.3% |
| Participation rate | 42.9% | 81.6%-38.8pp | 77.8%-34.9pp | 79.9%-37.1pp |
| Annual return | 13.44% | 74.86%-61.4pp | 66.36%-52.9pp | 145.39%-132.0pp |
| Employer contribution / active EE | $2,841 | $4,652-38.9% | $4,175-31.9% | $4,194-32.3% |
| Participant deferral / active EE | $10,558 | $6,159+71.4% | $5,451+93.7% | $6,396+65.1% |
| Admin fee / account holder | $12,142 | $16,880-28.1% | $14,497-16.2% | $12,562-3.3% |