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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 | $633,593 | $212,386+198.3% | $199,883+217.0% | $138,895+356.2% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.8%-24.3pp | 79.9%-17.4pp |
| Annual return | 15.96% | 47.75%-31.8pp | 43.81%-27.9pp | 145.39%-129.4pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15,458 | $9,617+60.7% | $9,138+69.2% | $6,396+141.7% |
| Admin fee / account holder | $3,614 | $18,233-80.2% | $17,268-79.1% | $12,562-71.2% |