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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 | $612,869 | $172,111+256.1% | $150,298+307.8% | $137,256+346.5% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 28.77% | 69.37%-40.6pp | 62.79%-34.0pp | 220.34%-191.6pp |
| Employer contribution / active EE | $30,261 | $4,636+552.7% | $4,154+628.5% | $4,156+628.1% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,985 | $16,471-87.9% | $14,116-85.9% | $12,270-83.8% |