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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 | $413,019 | $154,228+167.8% | $145,433+184.0% | $137,256+200.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 18.79% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $15,789 | $4,804+228.7% | $4,554+246.7% | $4,156+279.9% |
| Participant deferral / active EE | $15,789 | $8,216+92.2% | $7,897+99.9% | $6,407+146.4% |
| Admin fee / account holder | $519 | $14,344-96.4% | $13,129-96.0% | $12,270-95.8% |