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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 | $660,041 | $101,763+548.6% | $164,866+300.4% | $80,874+716.1% |
| Participation rate | 69.0% | 71.8%-2.9pp | 78.6%-9.6pp | 67.6%+1.3pp |
| Annual return | 18.36% | 16.73%+1.6pp | 69.97%-51.6pp | 35.62%-17.3pp |
| Employer contribution / active EE | $2,892 | $2,954-2.1% | $4,343-33.4% | $2,756+4.9% |
| Participant deferral / active EE | $10,294 | $4,477+130.0% | $6,033+70.6% | $4,297+139.6% |
| Admin fee / account holder | $11,901 | $8,228+44.6% | $12,689-6.2% | $6,935+71.6% |