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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 | $199,109+285.8% | $173,730+342.2% | $154,746+396.4% |
| Participation rate | 25.0% | 82.8%-57.8pp | 79.6%-54.6pp | 80.7%-55.7pp |
| Annual return | 13.99% | 20.02%-6.0pp | 19.96%-6.0pp | 172.34%-158.3pp |
| Employer contribution / active EE | $7,122 | $5,311+34.1% | $4,577+55.6% | $4,379+62.6% |
| Participant deferral / active EE | $7,750 | $7,113+9.0% | $6,326+22.5% | $6,730+15.2% |
| Admin fee / account holder | $8,352 | $20,916-60.1% | $17,523-52.3% | $14,365-41.9% |