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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 | $660,648 | $138,393+377.4% | $184,256+258.5% | $80,959+716.0% |
| Participation rate | 60.0% | 83.9%-23.9pp | 86.8%-26.8pp | 67.7%-7.7pp |
| Annual return | 16.66% | 20.01%-3.4pp | 28.85%-12.2pp | 35.67%-19.0pp |
| Employer contribution / active EE | $9,153 | $4,847+88.8% | $6,427+42.4% | $2,757+232.0% |
| Participant deferral / active EE | $11,045 | $7,076+56.1% | $9,133+20.9% | $4,300+156.8% |
| Admin fee / account holder | $16,080 | $10,489+53.3% | $13,899+15.7% | $6,925+132.2% |