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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 | $124,425+554.7% | $112,040+627.1% | $137,256+493.5% |
| Participation rate | 63.6% | 79.3%-15.7pp | 76.5%-12.9pp | 80.0%-16.3pp |
| Annual return | 11.06% | 24.72%-13.7pp | 24.52%-13.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $13,633 | $3,411+299.6% | $2,954+361.5% | $4,156+228.0% |
| Participant deferral / active EE | $4,793 | $5,718-16.2% | $5,098-6.0% | $6,407-25.2% |
| Admin fee / account holder | $8,444 | $15,207-44.5% | $12,098-30.2% | $12,270-31.2% |