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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 | $579,210 | $89,698+545.7% | $103,464+459.8% | $80,874+616.2% |
| Participation rate | 69.2% | 76.0%-6.7pp | 80.5%-11.3pp | 67.6%+1.6pp |
| Annual return | 15.34% | 22.78%-7.4pp | 23.91%-8.6pp | 35.62%-20.3pp |
| Employer contribution / active EE | $18,988 | $4,018+372.5% | $4,677+306.0% | $2,756+589.1% |
| Participant deferral / active EE | $18,988 | $5,456+248.0% | $6,624+186.7% | $4,297+341.9% |
| Admin fee / account holder | $34,380 | $6,768+408.0% | $9,410+265.4% | $6,935+395.7% |