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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 | $498,451 | $201,370+147.5% | $184,256+170.5% | $145,897+241.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 14.60% | 29.05%-14.5pp | 28.85%-14.2pp | 552.29%-537.7pp |
| Employer contribution / active EE | $15,426 | $7,024+119.6% | $6,427+140.0% | $4,663+230.9% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $22,565 | $16,364+37.9% | $13,899+62.3% | $13,390+68.5% |