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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 | $593,339 | $183,516+223.3% | $155,534+281.5% | $145,884+306.7% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 44.24% | 61.43%-17.2pp | 64.92%-20.7pp | 551.85%-507.6pp |
| Employer contribution / active EE | $2,366 | $5,315-55.5% | $4,675-49.4% | $4,662-49.3% |
| Participant deferral / active EE | $6,726 | $6,467+4.0% | $5,630+19.5% | $6,690+0.5% |
| Admin fee / account holder | $15,997 | $19,293-17.1% | $15,900+0.6% | $13,392+19.5% |