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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 | $201,264+147.7% | $184,185+170.6% | $145,978+241.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 14.60% | 29.00%-14.4pp | 28.81%-14.2pp | 550.52%-535.9pp |
| Employer contribution / active EE | $15,426 | $7,021+119.7% | $6,426+140.1% | $4,662+230.9% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $22,565 | $16,376+37.8% | $13,909+62.2% | $13,400+68.4% |