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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 | $502,958 | $93,345+438.8% | $119,126+322.2% | $87,485+474.9% |
| Participation rate | 60.6% | 68.7%-8.1pp | 75.8%-15.2pp | 68.9%-8.3pp |
| Annual return | 17.84% | 19.08%-1.2pp | 282.11%-264.3pp | 26.06%-8.2pp |
| Employer contribution / active EE | $7,273 | $3,172+129.3% | $4,034+80.3% | $2,596+180.1% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $26,934 | $8,039+235.1% | $10,693+151.9% | $7,775+246.4% |