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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 | $500,465 | $212,386+135.6% | $199,883+150.4% | $138,895+260.3% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 14.42% | 47.75%-33.3pp | 43.81%-29.4pp | 145.39%-131.0pp |
| Employer contribution / active EE | $9,349 | $6,625+41.1% | $6,261+49.3% | $4,194+122.9% |
| Participant deferral / active EE | $15,500 | $9,617+61.2% | $9,138+69.6% | $6,396+142.3% |
| Admin fee / account holder | $1,360 | $18,233-92.5% | $17,268-92.1% | $12,562-89.2% |