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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 | $531,005 | $111,814+374.9% | $103,378+413.7% | $145,978+263.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 14.02% | 24.80%-10.8pp | 24.91%-10.9pp | 550.52%-536.5pp |
| Employer contribution / active EE | $2,486 | $4,215-41.0% | $3,870-35.8% | $4,662-46.7% |
| Participant deferral / active EE | $5,039 | $5,618-10.3% | $5,058-0.4% | $6,690-24.7% |
| Admin fee / account holder | $9,646 | $9,764-1.2% | $8,401+14.8% | $13,400-28.0% |