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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 | $681,345 | $160,070+325.7% | $147,117+363.1% | $145,897+367.0% |
| Participation rate | 45.0% | 84.0%-39.0pp | 82.2%-37.2pp | 80.3%-35.3pp |
| Annual return | 16.75% | 98.69%-81.9pp | 420.54%-403.8pp | 552.29%-535.5pp |
| Employer contribution / active EE | $11,648 | $5,285+120.4% | $4,932+136.1% | $4,663+149.8% |
| Participant deferral / active EE | $13,172 | $8,419+56.4% | $8,065+63.3% | $6,689+96.9% |
| Admin fee / account holder | $9,952 | $15,035-33.8% | $12,993-23.4% | $13,390-25.7% |