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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 | $1,647,701 | $172,111+857.4% | $150,298+996.3% | $137,256+1100.5% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 17.41% | 69.37%-52.0pp | 62.79%-45.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $3,435 | $4,636-25.9% | $4,154-17.3% | $4,156-17.3% |
| Participant deferral / active EE | $13,771 | $6,166+123.4% | $5,453+152.6% | $6,407+114.9% |
| Admin fee / account holder | $2,266 | $16,471-86.2% | $14,116-84.0% | $12,270-81.5% |