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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 | $859,313 | $124,980+587.6% | $108,359+693.0% | $154,746+455.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 16.62% | 45.00%-28.4pp | 36.89%-20.3pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,385 | $2,851-51.4% | $2,399-42.3% | $4,379-68.4% |
| Participant deferral / active EE | $16,256 | $4,743+242.8% | $4,137+293.0% | $6,730+141.5% |
| Admin fee / account holder | $2,508 | $11,502-78.2% | $9,741-74.3% | $14,365-82.5% |