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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 | $780,463 | $223,823+248.7% | $211,142+269.6% | $154,746+404.4% |
| Participation rate | 27.3% | 87.9%-60.6pp | 87.3%-60.0pp | 80.7%-53.4pp |
| Annual return | 19.46% | 50.39%-30.9pp | 46.84%-27.4pp | 172.34%-152.9pp |
| Employer contribution / active EE | $10,012 | $6,787+47.5% | $6,442+55.4% | $4,379+128.6% |
| Participant deferral / active EE | $12,474 | $9,750+27.9% | $9,284+34.4% | $6,730+85.3% |
| Admin fee / account holder | $424,643 | $19,707+2054.8% | $19,076+2126.1% | $14,365+2856.0% |