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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 | $964,568 | $251,004+284.3% | $191,597+403.4% | $138,895+594.5% |
| Participation rate | 66.7% | 82.4%-15.7pp | 76.9%-10.3pp | 79.9%-13.3pp |
| Annual return | 15.37% | 31.05%-15.7pp | 27.07%-11.7pp | 145.39%-130.0pp |
| Employer contribution / active EE | $9,582 | $6,226+53.9% | $5,025+90.7% | $4,194+128.4% |
| Participant deferral / active EE | $14,569 | $8,154+78.7% | $6,850+112.7% | $6,396+127.8% |
| Admin fee / account holder | $11,331 | $31,471-64.0% | $22,799-50.3% | $12,562-9.8% |