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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 | $818,041 | $155,555+425.9% | $146,866+457.0% | $155,188+427.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 26.59% | 115.41%-88.8pp | 102.85%-76.3pp | 148.84%-122.2pp |
| Employer contribution / active EE | $1,472 | $4,647-68.3% | $4,425-66.7% | $4,248-65.3% |
| Participant deferral / active EE | $15,003 | $8,044+86.5% | $7,759+93.4% | $6,531+129.7% |
| Admin fee / account holder | $10,360 | $14,755-29.8% | $13,620-23.9% | $14,480-28.5% |