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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 | $712,215 | $110,337+545.5% | $102,383+595.6% | $145,877+388.2% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 22.78% | 24.83%-2.1pp | 24.94%-2.2pp | 551.28%-528.5pp |
| Employer contribution / active EE | $18,067 | $4,216+328.5% | $3,870+366.8% | $4,663+287.5% |
| Participant deferral / active EE | $12,819 | $5,621+128.1% | $5,060+153.4% | $6,691+91.6% |
| Admin fee / account holder | $2,229 | $9,750-77.1% | $8,391-73.4% | $13,402-83.4% |