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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 | $819,412 | $156,398+423.9% | $147,318+456.2% | $138,895+490.0% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 13.19% | 78.75%-65.6pp | 70.43%-57.2pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,385 | $4,853-71.5% | $4,593-69.8% | $4,194-67.0% |
| Participant deferral / active EE | $8,155 | $8,237-1.0% | $7,906+3.1% | $6,396+27.5% |
| Admin fee / account holder | $730 | $14,976-95.1% | $13,708-94.7% | $12,562-94.2% |