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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 | $686,235 | $275,752+148.9% | $256,809+167.2% | $198,609+245.5% |
| Participation rate | 31.3% | 89.2%-57.9pp | 88.5%-57.3pp | 82.4%-51.1pp |
| Annual return | 28.80% | 34.81%-6.0pp | 32.73%-3.9pp | 202.70%-173.9pp |
| Employer contribution / active EE | $3,911 | $7,721-49.3% | $7,263-46.1% | $5,055-22.6% |
| Participant deferral / active EE | $7,139 | $10,037-28.9% | $9,520-25.0% | $6,977+2.3% |
| Admin fee / account holder | $9,625 | $25,716-62.6% | $25,146-61.7% | $19,030-49.4% |