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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 | $842,705 | $183,516+359.2% | $155,534+441.8% | $145,884+477.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 15.21% | 61.43%-46.2pp | 64.92%-49.7pp | 551.85%-536.6pp |
| Employer contribution / active EE | $1,613 | $5,315-69.6% | $4,675-65.5% | $4,662-65.4% |
| Participant deferral / active EE | $10,250 | $6,467+58.5% | $5,630+82.1% | $6,690+53.2% |
| Admin fee / account holder | $1,970 | $19,293-89.8% | $15,900-87.6% | $13,392-85.3% |