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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 | $448,196 | $123,854+261.9% | $69,623+543.7% | $145,884+207.2% |
| Participation rate | 62.5% | 69.2%-6.7pp | 66.4%-3.9pp | 80.3%-17.8pp |
| Annual return | 21.33% | 192.35%-171.0pp | 101.23%-79.9pp | 551.85%-530.5pp |
| Employer contribution / active EE | $4,603 | $2,673+72.2% | $1,709+169.3% | $4,662-1.3% |
| Participant deferral / active EE | $13,930 | $4,242+228.4% | $2,890+382.0% | $6,690+108.2% |
| Admin fee / account holder | $648 | $7,822-91.7% | $4,696-86.2% | $13,392-95.2% |