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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 | $635,449 | $157,296+304.0% | $141,191+350.1% | $152,897+315.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 25.47% | 64.34%-38.9pp | 71.41%-45.9pp | 345.43%-320.0pp |
| Employer contribution / active EE | $6,424 | $5,262+22.1% | $4,736+35.6% | $4,764+34.9% |
| Participant deferral / active EE | $10,157 | $7,111+42.8% | $6,710+51.4% | $5,851+73.6% |
| Admin fee / account holder | $5,184 | $12,125-57.2% | $10,264-49.5% | $11,599-55.3% |