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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 | $613,008 | $111,814+448.2% | $103,378+493.0% | $145,978+319.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 9.19% | 24.80%-15.6pp | 24.91%-15.7pp | 550.52%-541.3pp |
| Employer contribution / active EE | $1,537 | $4,215-63.5% | $3,870-60.3% | $4,662-67.0% |
| Participant deferral / active EE | $20,000 | $5,618+256.0% | $5,058+295.4% | $6,690+199.0% |
| Admin fee / account holder | $2,068 | $9,764-78.8% | $8,401-75.4% | $13,400-84.6% |