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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 | $493,851 | $110,212+348.1% | $96,534+411.6% | $139,466+254.1% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 30.75% | 26.42%+4.3pp | 25.88%+4.9pp | 373.66%-342.9pp |
| Employer contribution / active EE | $1,276 | $3,620-64.8% | $2,965-57.0% | $4,754-73.2% |
| Participant deferral / active EE | $4,150 | $5,547-25.2% | $4,851-14.5% | $6,712-38.2% |
| Admin fee / account holder | $2,568 | $11,599-77.9% | $8,253-68.9% | $11,409-77.5% |