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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 | $227,291+243.4% | $214,702+263.5% | $155,188+402.9% |
| Participation rate | 27.3% | 88.0%-60.7pp | 87.5%-60.2pp | 80.8%-53.5pp |
| Annual return | 19.46% | 60.08%-40.6pp | 54.55%-35.1pp | 148.84%-129.4pp |
| Employer contribution / active EE | $10,012 | $6,772+47.9% | $6,461+55.0% | $4,248+135.7% |
| Participant deferral / active EE | $12,474 | $9,582+30.2% | $9,147+36.4% | $6,531+91.0% |
| Admin fee / account holder | $424,643 | $20,413+1980.3% | $19,830+2041.4% | $14,480+2832.7% |