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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 | $809,915 | $175,646+361.1% | $129,118+527.3% | $134,532+502.0% |
| Participation rate | 57.1% | 81.6%-24.4pp | 77.2%-20.1pp | 81.2%-24.1pp |
| Annual return | 7.38% | -11.39%+18.8pp | -10.94%+18.3pp | 418.27%-410.9pp |
| Employer contribution / active EE | $9,533 | $6,355+50.0% | $5,051+88.7% | $4,741+101.1% |
| Participant deferral / active EE | $0 | $7,970-100.0% | $6,539-100.0% | $6,401-100.0% |
| Admin fee / account holder | $23,893 | $23,578+1.3% | $14,305+67.0% | $11,429+109.1% |