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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 | $781,112 | $183,592+325.5% | $155,567+402.1% | $145,959+435.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 10.86% | 61.24%-50.4pp | 64.74%-53.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $6,165 | $5,315+16.0% | $4,674+31.9% | $4,661+32.3% |
| Participant deferral / active EE | $16,800 | $6,464+159.9% | $5,628+198.5% | $6,689+151.2% |
| Admin fee / account holder | $6,763 | $19,318-65.0% | $15,916-57.5% | $13,398-49.5% |