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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 | $89,515+547.1% | $103,065+462.0% | $80,959+615.4% |
| Participation rate | 69.2% | 76.0%-6.8pp | 80.6%-11.3pp | 67.7%+1.6pp |
| Annual return | 15.34% | 22.82%-7.5pp | 23.95%-8.6pp | 35.67%-20.3pp |
| Employer contribution / active EE | $18,988 | $4,015+372.9% | $4,675+306.2% | $2,757+588.7% |
| Participant deferral / active EE | $18,988 | $5,463+247.6% | $6,625+186.6% | $4,300+341.5% |
| Admin fee / account holder | $34,380 | $6,527+426.7% | $9,349+267.7% | $6,925+396.4% |