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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 | $526,899 | $225,673+133.5% | $203,872+158.4% | $155,188+239.5% |
| Participation rate | 64.3% | 80.3%-16.0pp | 77.8%-13.5pp | 80.8%-16.5pp |
| Annual return | 16.10% | 95.91%-79.8pp | 85.11%-69.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $2,724 | $4,099-33.5% | $3,757-27.5% | $4,248-35.9% |
| Participant deferral / active EE | $15,798 | $6,893+129.2% | $6,388+147.3% | $6,531+141.9% |
| Admin fee / account holder | $28,007 | $12,327+127.2% | $11,730+138.8% | $14,480+93.4% |