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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 | $525,210 | $217,432+141.6% | $185,851+182.6% | $167,553+213.5% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 13.26% | 148.43%-135.2pp | 122.11%-108.8pp | 478.89%-465.6pp |
| Employer contribution / active EE | $1,440 | $5,874-75.5% | $5,168-72.1% | $4,840-70.2% |
| Participant deferral / active EE | $17,333 | $6,357+172.7% | $5,569+211.3% | $6,343+173.3% |
| Admin fee / account holder | $4,698 | $19,820-76.3% | $16,245-71.1% | $12,316-61.9% |