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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 | $681,649 | $176,120+287.0% | $159,487+327.4% | $167,553+306.8% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 16.37% | 331.95%-315.6pp | 263.71%-247.3pp | 478.89%-462.5pp |
| Employer contribution / active EE | $8,988 | $5,299+69.6% | $4,831+86.0% | $4,840+85.7% |
| Participant deferral / active EE | $12,254 | $7,752+58.1% | $7,354+66.6% | $6,343+93.2% |
| Admin fee / account holder | $321,873 | $12,561+2462.5% | $10,804+2879.3% | $12,316+2513.4% |