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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 | $953,202 | $166,268+473.3% | $165,100+477.3% | $145,897+553.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 23.42% | 100.52%-77.1pp | 70.21%-46.8pp | 552.29%-528.9pp |
| Employer contribution / active EE | $12,000 | $5,284+127.1% | $4,348+176.0% | $4,663+157.4% |
| Participant deferral / active EE | $15,000 | $6,964+115.4% | $6,035+148.5% | $6,689+124.2% |
| Admin fee / account holder | $6,952 | $16,659-58.3% | $12,696-45.2% | $13,390-48.1% |