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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 | $674,655 | $157,296+328.9% | $141,191+377.8% | $152,897+341.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 18.67% | 64.34%-45.7pp | 71.41%-52.7pp | 345.43%-326.8pp |
| Employer contribution / active EE | $3,495 | $5,262-33.6% | $4,736-26.2% | $4,764-26.6% |
| Participant deferral / active EE | $12,500 | $7,111+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $83,951 | $12,125+592.4% | $10,264+717.9% | $11,599+623.8% |