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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 | $875,776 | $209,336+318.4% | $197,124+344.3% | $137,256+538.1% |
| Participation rate | 57.1% | 87.3%-30.2pp | 86.7%-29.6pp | 80.0%-22.8pp |
| Annual return | 12.31% | 48.09%-35.8pp | 44.34%-32.0pp | 220.34%-208.0pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,000 | $9,614+14.4% | $9,135+20.4% | $6,407+71.7% |
| Admin fee / account holder | $775 | $17,308-95.5% | $16,298-95.2% | $12,270-93.7% |