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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 | $576,327 | $124,425+363.2% | $112,040+414.4% | $137,256+319.9% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 20.00% | 24.72%-4.7pp | 24.52%-4.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $22,446 | $3,411+558.0% | $2,954+659.9% | $4,156+440.1% |
| Participant deferral / active EE | $14,951 | $5,718+161.4% | $5,098+193.3% | $6,407+133.4% |
| Admin fee / account holder | $19,358 | $15,207+27.3% | $12,098+60.0% | $12,270+57.8% |