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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 | $472,916 | $154,228+206.6% | $145,433+225.2% | $137,256+244.6% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 12.73% | 74.59%-61.9pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $3,453 | $4,804-28.1% | $4,554-24.2% | $4,156-16.9% |
| Participant deferral / active EE | $6,223 | $8,216-24.3% | $7,897-21.2% | $6,407-2.9% |
| Admin fee / account holder | $104,821 | $14,344+630.8% | $13,129+698.4% | $12,270+754.3% |