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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 | $826,769 | $181,896+354.5% | $156,551+428.1% | $273,972+201.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 3.49% | 30.74%-27.2pp | 32.23%-28.7pp | 41.46%-38.0pp |
| Employer contribution / active EE | $11,662 | $6,248+86.6% | $5,501+112.0% | $4,869+139.5% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $809,366 | $15,560+5101.5% | $13,028+6112.5% | $10,133+7887.7% |