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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 | $488,962 | $112,729+333.7% | $98,716+395.3% | $137,256+256.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 11.05% | 38.48%-27.4pp | 31.81%-20.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $20,380 | $2,725+647.8% | $2,279+794.4% | $4,156+390.4% |
| Participant deferral / active EE | $20,667 | $4,640+345.4% | $4,048+410.6% | $6,407+222.6% |
| Admin fee / account holder | $12,146 | $10,129+19.9% | $8,703+39.6% | $12,270-1.0% |