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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 | $554,769 | $112,729+392.1% | $98,716+462.0% | $137,256+304.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 14.57% | 38.48%-23.9pp | 31.81%-17.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $5,483 | $2,725+101.2% | $2,279+140.7% | $4,156+31.9% |
| Participant deferral / active EE | $9,408 | $4,640+102.8% | $4,048+132.4% | $6,407+46.8% |
| Admin fee / account holder | $10,105 | $10,129-0.2% | $8,703+16.1% | $12,270-17.6% |