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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 | $1,579,394 | $148,582+963.0% | $135,942+1061.8% | $139,456+1032.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 17.10% | 79.26%-62.2pp | 68.28%-51.2pp | 373.45%-356.4pp |
| Employer contribution / active EE | $23,624 | $5,245+350.4% | $4,858+386.3% | $4,753+397.1% |
| Participant deferral / active EE | $15,835 | $8,101+95.5% | $7,759+104.1% | $6,711+135.9% |
| Admin fee / account holder | $655,507 | $12,402+5185.4% | $10,764+5989.8% | $11,407+5646.5% |