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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 | $515,022 | $175,259+193.9% | $149,723+244.0% | $139,487+269.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 15.27% | 166.82%-151.6pp | 134.50%-119.2pp | 373.84%-358.6pp |
| Employer contribution / active EE | $5,403 | $5,478-1.4% | $4,821+12.1% | $4,755+13.6% |
| Participant deferral / active EE | $7,163 | $6,522+9.8% | $5,682+26.0% | $6,713+6.7% |
| Admin fee / account holder | $390 | $16,158-97.6% | $13,215-97.0% | $11,407-96.6% |