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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 | $814,621 | $138,312+489.0% | $122,979+562.4% | $155,188+424.9% |
| Participation rate | 63.6% | 80.2%-16.6pp | 77.2%-13.6pp | 80.8%-17.2pp |
| Annual return | 11.06% | 22.06%-11.0pp | 20.12%-9.1pp | 148.84%-137.8pp |
| Employer contribution / active EE | $13,633 | $3,530+286.2% | $3,062+345.2% | $4,248+220.9% |
| Participant deferral / active EE | $4,793 | $5,592-14.3% | $5,003-4.2% | $6,531-26.6% |
| Admin fee / account holder | $8,444 | $15,089-44.0% | $12,864-34.4% | $14,480-41.7% |