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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 | $2,093,907 | $209,336+900.3% | $197,124+962.2% | $137,256+1425.5% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 13.62% | 48.09%-34.5pp | 44.34%-30.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $32,577 | $6,591+394.3% | $6,227+423.1% | $4,156+683.8% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $326,352 | $17,308+1785.6% | $16,298+1902.4% | $12,270+2559.7% |