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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 | $618,185 | $162,136+281.3% | $152,301+305.9% | $154,746+299.5% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 11.79% | 91.02%-79.2pp | 80.50%-68.7pp | 172.34%-160.5pp |
| Employer contribution / active EE | $3,138 | $4,890-35.8% | $4,624-32.2% | $4,379-28.4% |
| Participant deferral / active EE | $6,275 | $8,341-24.8% | $8,004-21.6% | $6,730-6.8% |
| Admin fee / account holder | $276,489 | $15,759+1654.4% | $14,398+1820.4% | $14,365+1824.7% |