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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 | $432,698 | $148,623+191.1% | $135,974+218.2% | $139,466+210.3% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 15.13% | 79.30%-64.2pp | 68.30%-53.2pp | 373.66%-358.5pp |
| Employer contribution / active EE | $6,290 | $5,246+19.9% | $4,859+29.5% | $4,754+32.3% |
| Participant deferral / active EE | $13,400 | $8,103+65.4% | $7,760+72.7% | $6,712+99.6% |
| Admin fee / account holder | $169,131 | $12,406+1263.3% | $10,767+1470.9% | $11,409+1382.5% |