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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 | $934,602 | $201,370+364.1% | $184,256+407.2% | $145,897+540.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 14.92% | 29.05%-14.1pp | 28.85%-13.9pp | 552.29%-537.4pp |
| Employer contribution / active EE | $1,542 | $7,024-78.1% | $6,427-76.0% | $4,663-66.9% |
| Participant deferral / active EE | $10,167 | $9,808+3.7% | $9,133+11.3% | $6,689+52.0% |
| Admin fee / account holder | $2,753 | $16,364-83.2% | $13,899-80.2% | $13,390-79.4% |