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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 | $466,627 | $110,278+323.1% | $95,740+387.4% | $139,466+234.6% |
| Participation rate | 64.7% | 75.7%-11.0pp | 72.3%-7.6pp | 80.3%-15.6pp |
| Annual return | 11.61% | 27.19%-15.6pp | 28.41%-16.8pp | 373.66%-362.1pp |
| Employer contribution / active EE | $5,116 | $3,260+56.9% | $2,836+80.4% | $4,754+7.6% |
| Participant deferral / active EE | $8,992 | $4,674+92.4% | $4,244+111.9% | $6,712+34.0% |
| Admin fee / account holder | $1,055 | $6,613-84.0% | $5,676-81.4% | $11,409-90.8% |