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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 | $901,540 | $227,399+296.5% | $189,758+375.1% | $198,609+353.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 21.22% | 61.03%-39.8pp | 52.62%-31.4pp | 202.70%-181.5pp |
| Employer contribution / active EE | $3,336 | $5,526-39.6% | $4,767-30.0% | $5,055-34.0% |
| Participant deferral / active EE | $9,990 | $6,837+46.1% | $5,856+70.6% | $6,977+43.2% |
| Admin fee / account holder | $7,868 | $25,162-68.7% | $20,388-61.4% | $19,030-58.7% |