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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 | $500,164 | $201,370+148.4% | $184,256+171.5% | $145,897+242.8% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 10.07% | 29.05%-19.0pp | 28.85%-18.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $7,708 | $7,024+9.7% | $6,427+19.9% | $4,663+65.3% |
| Participant deferral / active EE | $36,263 | $9,808+269.7% | $9,133+297.0% | $6,689+442.1% |
| Admin fee / account holder | $2,178 | $16,364-86.7% | $13,899-84.3% | $13,390-83.7% |