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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 | $778,046 | $160,070+386.1% | $147,117+428.9% | $145,897+433.3% |
| Participation rate | 43.5% | 84.0%-40.5pp | 82.2%-38.7pp | 80.3%-36.8pp |
| Annual return | 14.03% | 98.69%-84.7pp | 420.54%-406.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $5,229 | $5,285-1.1% | $4,932+6.0% | $4,663+12.1% |
| Participant deferral / active EE | $16,412 | $8,419+94.9% | $8,065+103.5% | $6,689+145.3% |
| Admin fee / account holder | $35,974 | $15,035+139.3% | $12,993+176.9% | $13,390+168.7% |