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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 | $473,342 | $89,370+429.6% | $141,197+235.2% | $72,976+548.6% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 22.92% | 111.88%-89.0pp | 71.41%-48.5pp | 81.02%-58.1pp |
| Employer contribution / active EE | $6,095 | $3,115+95.7% | $4,736+28.7% | $2,440+149.8% |
| Participant deferral / active EE | $11,974 | $5,419+121.0% | $6,710+78.4% | $3,608+231.9% |
| Admin fee / account holder | $16,949 | $5,957+184.5% | $10,265+65.1% | $5,124+230.8% |