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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 | $138,385+377.4% | $184,200+258.7% | $80,874+716.9% |
| Participation rate | 60.0% | 83.9%-23.9pp | 86.8%-26.8pp | 67.6%-7.6pp |
| Annual return | 16.66% | 20.02%-3.4pp | 28.80%-12.1pp | 35.62%-19.0pp |
| Employer contribution / active EE | $9,153 | $4,849+88.7% | $6,424+42.5% | $2,756+232.2% |
| Participant deferral / active EE | $11,045 | $7,073+56.2% | $9,132+20.9% | $4,297+157.0% |
| Admin fee / account holder | $16,080 | $10,483+53.4% | $13,907+15.6% | $6,935+131.9% |