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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 | $521,603 | $180,749+188.6% | $160,784+224.4% | $137,256+280.0% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.0%-14.5pp | 80.0%-17.5pp |
| Annual return | 20.17% | 2234.46%-2214.3pp | 1803.92%-1783.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,024 | $4,155-51.3% | $3,733-45.8% | $4,156-51.3% |
| Participant deferral / active EE | $6,406 | $6,844-6.4% | $6,293+1.8% | $6,4070% |
| Admin fee / account holder | $2,579 | $10,397-75.2% | $9,717-73.5% | $12,270-79.0% |