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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 | $808,421 | $125,237+545.5% | $105,608+665.5% | $145,877+454.2% |
| Participation rate | 57.1% | 77.7%-20.5pp | 75.3%-18.1pp | 80.3%-23.2pp |
| Annual return | 13.65% | 225.76%-212.1pp | 116.50%-102.8pp | 551.28%-537.6pp |
| Employer contribution / active EE | $2,608 | $3,720-29.9% | $3,167-17.6% | $4,663-44.1% |
| Participant deferral / active EE | $9,774 | $5,711+71.1% | $5,010+95.1% | $6,691+46.1% |
| Admin fee / account holder | $32,416 | $17,287+87.5% | $11,028+193.9% | $13,402+141.9% |