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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 | $470,802 | $153,769+206.2% | $133,975+251.4% | $273,972+71.8% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.1%-53.7pp | 83.0%-49.7pp |
| Annual return | 9.87% | 36.51%-26.6pp | 29.29%-19.4pp | 41.46%-31.6pp |
| Employer contribution / active EE | $16,399 | $6,029+172.0% | $5,211+214.7% | $4,869+236.8% |
| Participant deferral / active EE | $15,409 | $6,958+121.4% | $6,282+145.3% | $5,287+191.4% |
| Admin fee / account holder | $166,585 | $11,765+1316.0% | $9,324+1686.6% | $10,133+1544.1% |