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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 | $162,136+341.9% | $152,301+370.4% | $154,746+363.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 14.82% | 91.02%-76.2pp | 80.50%-65.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $8,107 | $4,890+65.8% | $4,624+75.3% | $4,379+85.1% |
| Participant deferral / active EE | $16,891 | $8,341+102.5% | $8,004+111.0% | $6,730+151.0% |
| Admin fee / account holder | $1,780 | $15,759-88.7% | $14,398-87.6% | $14,365-87.6% |