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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 | $798,224 | $110,303+623.7% | $95,759+733.6% | $139,487+472.3% |
| Participation rate | 66.7% | 75.7%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 13.03% | 27.19%-14.2pp | 28.42%-15.4pp | 373.84%-360.8pp |
| Employer contribution / active EE | $4,195 | $3,261+28.7% | $2,836+47.9% | $4,755-11.8% |
| Participant deferral / active EE | $10,861 | $4,674+132.4% | $4,244+155.9% | $6,713+61.8% |
| Admin fee / account holder | $7,147 | $6,615+8.0% | $5,678+25.9% | $11,407-37.4% |