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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 | $493,534 | $157,304+213.7% | $141,197+249.5% | $152,909+222.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 26.24% | 64.34%-38.1pp | 71.41%-45.2pp | 345.46%-319.2pp |
| Employer contribution / active EE | $13,667 | $5,263+159.7% | $4,736+188.6% | $4,764+186.9% |
| Participant deferral / active EE | $9,133 | $7,111+28.4% | $6,710+36.1% | $5,851+56.1% |
| Admin fee / account holder | $433 | $12,126-96.4% | $10,265-95.8% | $11,601-96.3% |