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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 | $282,059+242.0% | $213,469+351.9% | $154,746+523.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 77.1%-10.5pp | 80.7%-14.0pp |
| Annual return | 15.37% | 20.90%-5.5pp | 20.58%-5.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $9,582 | $6,189+54.8% | $4,994+91.9% | $4,379+118.8% |
| Participant deferral / active EE | $14,569 | $8,186+78.0% | $6,841+113.0% | $6,730+116.5% |
| Admin fee / account holder | $11,331 | $37,435-69.7% | $27,141-58.3% | $14,365-21.1% |