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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 | $698,016 | $157,304+343.7% | $141,197+394.4% | $152,909+356.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 23.24% | 64.34%-41.1pp | 71.41%-48.2pp | 345.46%-322.2pp |
| Employer contribution / active EE | $11,300 | $5,263+114.7% | $4,736+138.6% | $4,764+137.2% |
| Participant deferral / active EE | $5,600 | $7,111-21.2% | $6,710-16.5% | $5,851-4.3% |
| Admin fee / account holder | $4,693 | $12,126-61.3% | $10,265-54.3% | $11,601-59.5% |