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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 | $445,215 | $85,171+422.7% | $172,753+157.7% | $72,976+510.1% |
| Participation rate | 60.6% | 70.1%-9.5pp | 82.6%-22.0pp | 69.5%-8.9pp |
| Annual return | 18.59% | 27.32%-8.7pp | 803.00%-784.4pp | 81.02%-62.4pp |
| Employer contribution / active EE | $7,803 | $3,324+134.7% | $5,144+51.7% | $2,440+219.8% |
| Participant deferral / active EE | $5,165 | $3,260+58.4% | $5,198-0.6% | $3,608+43.2% |
| Admin fee / account holder | $98,795 | $5,880+1580.1% | $13,956+607.9% | $5,124+1828.0% |