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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 | $600,780 | $166,089+261.7% | $164,928+264.3% | $145,978+311.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 14.91% | 100.26%-85.3pp | 70.08%-55.2pp | 550.52%-535.6pp |
| Employer contribution / active EE | $21,100 | $5,276+299.9% | $4,343+385.8% | $4,662+352.6% |
| Participant deferral / active EE | $15,439 | $6,961+121.8% | $6,034+155.9% | $6,690+130.8% |
| Admin fee / account holder | $4,550 | $16,641-72.7% | $12,684-64.1% | $13,400-66.0% |