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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 | $154,228+364.5% | $145,433+392.6% | $137,256+422.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 14.82% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $8,107 | $4,804+68.7% | $4,554+78.0% | $4,156+95.1% |
| Participant deferral / active EE | $16,891 | $8,216+105.6% | $7,897+113.9% | $6,407+163.6% |
| Admin fee / account holder | $1,780 | $14,344-87.6% | $13,129-86.4% | $12,270-85.5% |