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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 | $712,215 | $111,814+537.0% | $103,374+589.0% | $145,959+388.0% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 22.78% | 24.77%-2.0pp | 24.89%-2.1pp | 561.95%-539.2pp |
| Employer contribution / active EE | $18,067 | $4,214+328.8% | $3,869+366.9% | $4,661+287.6% |
| Participant deferral / active EE | $12,819 | $5,618+128.2% | $5,058+153.5% | $6,689+91.7% |
| Admin fee / account holder | $2,229 | $9,754-77.2% | $8,394-73.5% | $13,398-83.4% |