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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 | $694,916 | $93,617+642.3% | $135,982+411.0% | $75,177+824.4% |
| Participation rate | 34.6% | 75.2%-40.6pp | 81.9%-47.3pp | 67.2%-32.6pp |
| Annual return | 16.39% | 30.89%-14.5pp | 68.32%-51.9pp | 160.75%-144.4pp |
| Employer contribution / active EE | $7,389 | $3,538+108.8% | $4,859+52.1% | $2,671+176.6% |
| Participant deferral / active EE | $11,456 | $6,406+78.8% | $7,760+47.6% | $4,126+177.6% |
| Admin fee / account holder | $129,136 | $6,980+1750.2% | $10,767+1099.3% | $5,651+2185.1% |