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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 | $635,685 | $135,956+367.6% | $123,894+413.1% | $273,972+132.0% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 8.00% | 56.63%-48.6pp | 47.52%-39.5pp | 41.46%-33.5pp |
| Employer contribution / active EE | $3,054 | $5,170-40.9% | $4,617-33.9% | $4,869-37.3% |
| Participant deferral / active EE | $6,600 | $6,343+4.1% | $5,984+10.3% | $5,287+24.8% |
| Admin fee / account holder | $5,691 | $9,817-42.0% | $8,357-31.9% | $10,133-43.8% |