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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 | $397,058 | $148,582+167.2% | $135,942+192.1% | $139,456+184.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 27.97% | 79.26%-51.3pp | 68.28%-40.3pp | 373.45%-345.5pp |
| Employer contribution / active EE | $54,947 | $5,245+947.7% | $4,858+1031.2% | $4,753+1056.1% |
| Participant deferral / active EE | $45,000 | $8,101+455.5% | $7,759+480.0% | $6,711+570.5% |
| Admin fee / account holder | $381,763 | $12,402+2978.2% | $10,764+3446.6% | $11,407+3246.7% |