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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 | $817,468 | $160,028+410.8% | $147,080+455.8% | $145,884+460.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.68% | 98.60%-85.9pp | 420.17%-407.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $3,408 | $5,286-35.5% | $4,933-30.9% | $4,662-26.9% |
| Participant deferral / active EE | $11,100 | $8,422+31.8% | $8,066+37.6% | $6,690+65.9% |
| Admin fee / account holder | $4,978 | $15,030-66.9% | $12,989-61.7% | $13,392-62.8% |