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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 | $716,432 | $155,555+360.6% | $146,866+387.8% | $155,188+361.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 14.82% | 115.41%-100.6pp | 102.85%-88.0pp | 148.84%-134.0pp |
| Employer contribution / active EE | $8,107 | $4,647+74.5% | $4,425+83.2% | $4,248+90.8% |
| Participant deferral / active EE | $16,891 | $8,044+110.0% | $7,759+117.7% | $6,531+158.6% |
| Admin fee / account holder | $1,780 | $14,755-87.9% | $13,620-86.9% | $14,480-87.7% |