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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 | $126,661+543.2% | $113,397+618.4% | $138,895+486.5% |
| Participation rate | 63.6% | 79.4%-15.8pp | 76.5%-12.9pp | 79.9%-16.3pp |
| Annual return | 11.06% | 25.05%-14.0pp | 23.20%-12.1pp | 145.39%-134.3pp |
| Employer contribution / active EE | $13,633 | $3,456+294.4% | $2,977+357.9% | $4,194+225.0% |
| Participant deferral / active EE | $4,793 | $5,693-15.8% | $5,076-5.6% | $6,396-25.1% |
| Admin fee / account holder | $8,444 | $14,549-42.0% | $11,957-29.4% | $12,562-32.8% |