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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 | $275,752+659.3% | $256,809+715.4% | $198,609+954.3% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 13.62% | 34.81%-21.2pp | 32.73%-19.1pp | 202.70%-189.1pp |
| Employer contribution / active EE | $32,577 | $7,721+321.9% | $7,263+348.5% | $5,055+544.4% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $326,352 | $25,716+1169.1% | $25,146+1197.8% | $19,030+1614.9% |