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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 | $455,850 | $110,410+312.9% | $102,437+345.0% | $145,897+212.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.92% | 24.85%-12.9pp | 24.95%-13.0pp | 552.29%-540.4pp |
| Employer contribution / active EE | $3,813 | $4,217-9.6% | $3,871-1.5% | $4,663-18.2% |
| Participant deferral / active EE | $18,174 | $5,622+223.3% | $5,060+259.2% | $6,689+171.7% |
| Admin fee / account holder | $364 | $9,745-96.3% | $8,388-95.7% | $13,390-97.3% |