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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 | $804,655 | $210,991+281.4% | $153,741+423.4% | $145,897+451.5% |
| Participation rate | 66.7% | 82.1%-15.5pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 18.76% | 13.46%+5.3pp | 15.71%+3.0pp | 552.29%-533.5pp |
| Employer contribution / active EE | $11,137 | $6,057+83.9% | $5,042+120.9% | $4,663+138.9% |
| Participant deferral / active EE | $13,962 | $7,979+75.0% | $6,757+106.6% | $6,689+108.7% |
| Admin fee / account holder | $135,287 | $19,490+594.1% | $12,749+961.2% | $13,390+910.3% |