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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 | $659,200 | $209,422+214.8% | $178,503+269.3% | $158,982+314.6% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 10.48% | 188.81%-178.3pp | 151.12%-140.6pp | 302.99%-292.5pp |
| Employer contribution / active EE | $37,010 | $5,707+548.5% | $5,011+638.5% | $4,763+677.1% |
| Participant deferral / active EE | $2,617 | $5,955-56.0% | $5,202-49.7% | $5,983-56.3% |
| Admin fee / account holder | $21,250 | $17,079+24.4% | $13,987+51.9% | $11,252+88.9% |