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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 | $768,210 | $213,785+259.3% | $185,441+314.3% | $155,188+395.0% |
| Participation rate | 25.0% | 83.2%-58.2pp | 80.3%-55.3pp | 80.8%-55.8pp |
| Annual return | 13.99% | 19.97%-6.0pp | 20.16%-6.2pp | 148.84%-134.8pp |
| Employer contribution / active EE | $7,122 | $5,393+32.1% | $4,672+52.4% | $4,248+67.7% |
| Participant deferral / active EE | $7,750 | $6,864+12.9% | $6,152+26.0% | $6,531+18.7% |
| Admin fee / account holder | $8,352 | $21,134-60.5% | $17,890-53.3% | $14,480-42.3% |