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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 | $518,601 | $166,268+211.9% | $165,100+214.1% | $145,897+255.5% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 11.46% | 100.52%-89.1pp | 70.21%-58.8pp | 552.29%-540.8pp |
| Employer contribution / active EE | $21,899 | $5,284+314.5% | $4,348+403.7% | $4,663+369.7% |
| Participant deferral / active EE | $13,045 | $6,964+87.3% | $6,035+116.1% | $6,689+95.0% |
| Admin fee / account holder | $6,958 | $16,659-58.2% | $12,696-45.2% | $13,390-48.0% |