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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 | $89,364+429.7% | $141,173+235.3% | $72,986+548.5% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 22.92% | 111.86%-88.9pp | 71.40%-48.5pp | 81.01%-58.1pp |
| Employer contribution / active EE | $6,095 | $3,115+95.7% | $4,735+28.7% | $2,440+149.8% |
| Participant deferral / active EE | $11,974 | $5,419+121.0% | $6,710+78.5% | $3,607+231.9% |
| Admin fee / account holder | $16,949 | $5,959+184.4% | $10,262+65.2% | $5,124+230.8% |