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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 | $648,662 | $156,398+314.8% | $147,318+340.3% | $138,895+367.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 17.80% | 78.75%-60.9pp | 70.43%-52.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $4,175 | $4,853-14.0% | $4,593-9.1% | $4,194-0.5% |
| Participant deferral / active EE | $15,667 | $8,237+90.2% | $7,906+98.2% | $6,396+144.9% |
| Admin fee / account holder | $7,420 | $14,976-50.5% | $13,708-45.9% | $12,562-40.9% |