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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 | $575,771 | $175,231+228.6% | $149,696+284.6% | $139,466+312.8% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 11.68% | 166.77%-155.1pp | 134.46%-122.8pp | 373.66%-362.0pp |
| Employer contribution / active EE | $8,000 | $5,478+46.0% | $4,821+65.9% | $4,754+68.3% |
| Participant deferral / active EE | $6,000 | $6,521-8.0% | $5,682+5.6% | $6,712-10.6% |
| Admin fee / account holder | $324,590 | $16,155+1909.2% | $13,212+2356.8% | $11,409+2745.1% |