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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 | $787,586 | $210,698+273.8% | $178,014+342.4% | $145,959+439.6% |
| Participation rate | 16.7% | 80.8%-64.1pp | 77.1%-60.4pp | 80.3%-63.6pp |
| Annual return | 15.98% | 386.27%-370.3pp | 294.80%-278.8pp | 561.95%-546.0pp |
| Employer contribution / active EE | $4,600 | $4,567+0.7% | $3,950+16.5% | $4,661-1.3% |
| Participant deferral / active EE | $5,083 | $6,958-26.9% | $6,276-19.0% | $6,689-24.0% |
| Admin fee / account holder | $7,545 | $12,016-37.2% | $10,362-27.2% | $13,398-43.7% |