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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 | $621,496 | $110,629+461.8% | $80,784+669.3% | $167,553+270.9% |
| Participation rate | 22.2% | 64.0%-41.7pp | 54.2%-31.9pp | 82.1%-59.9pp |
| Annual return | 14.66% | 120.58%-105.9pp | 87.31%-72.6pp | 478.89%-464.2pp |
| Employer contribution / active EE | $1,000 | $1,543-35.2% | $1,160-13.8% | $4,840-79.3% |
| Participant deferral / active EE | $5,778 | $2,871+101.3% | $2,145+169.3% | $6,343-8.9% |
| Admin fee / account holder | $600 | $4,547-86.8% | $3,380-82.3% | $12,316-95.1% |