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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 | $717,977 | $124,980+474.5% | $108,359+562.6% | $154,746+364.0% |
| Participation rate | 57.1% | 75.2%-18.0pp | 70.1%-13.0pp | 80.7%-23.6pp |
| Annual return | 14.69% | 45.00%-30.3pp | 36.89%-22.2pp | 172.34%-157.6pp |
| Employer contribution / active EE | $4,934 | $2,851+73.1% | $2,399+105.6% | $4,379+12.7% |
| Participant deferral / active EE | $7,433 | $4,743+56.7% | $4,137+79.7% | $6,730+10.4% |
| Admin fee / account holder | $8,594 | $11,502-25.3% | $9,741-11.8% | $14,365-40.2% |