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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 | $112,729+536.9% | $98,716+627.3% | $137,256+423.1% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.3%-12.2pp | 80.0%-22.8pp |
| Annual return | 14.69% | 38.48%-23.8pp | 31.81%-17.1pp | 220.34%-205.7pp |
| Employer contribution / active EE | $4,934 | $2,725+81.0% | $2,279+116.5% | $4,156+18.7% |
| Participant deferral / active EE | $7,433 | $4,640+60.2% | $4,048+83.6% | $6,407+16.0% |
| Admin fee / account holder | $8,594 | $10,129-15.2% | $8,703-1.3% | $12,270-30.0% |