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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 | $546,113 | $106,918+410.8% | $84,021+550.0% | $152,897+257.2% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.5%-49.1pp |
| Annual return | 20.76% | 105.01%-84.2pp | 71.32%-50.6pp | 345.43%-324.7pp |
| Employer contribution / active EE | $2,720 | $2,735-0.6% | $1,984+37.1% | $4,764-42.9% |
| Participant deferral / active EE | $8,500 | $4,012+111.8% | $3,239+162.4% | $5,851+45.3% |
| Admin fee / account holder | $520 | $8,288-93.7% | $6,102-91.5% | $11,599-95.5% |