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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 | $491,605 | $184,014+167.2% | $161,149+205.1% | $138,895+253.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 12.49% | 21.52%-9.0pp | 21.16%-8.7pp | 145.39%-132.9pp |
| Employer contribution / active EE | $3,073 | $5,055-39.2% | $4,360-29.5% | $4,194-26.7% |
| Participant deferral / active EE | $11,949 | $6,909+72.9% | $6,153+94.2% | $6,396+86.8% |
| Admin fee / account holder | $168,602 | $18,027+835.3% | $15,194+1009.6% | $12,562+1242.1% |