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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 | $817,077 | $183,539+345.2% | $155,556+425.3% | $145,897+460.0% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 23.37% | 61.31%-37.9pp | 64.84%-41.5pp | 552.29%-528.9pp |
| Employer contribution / active EE | $2,236 | $5,315-57.9% | $4,675-52.2% | $4,663-52.0% |
| Participant deferral / active EE | $4,948 | $6,467-23.5% | $5,631-12.1% | $6,689-26.0% |
| Admin fee / account holder | $27,627 | $19,275+43.3% | $15,885+73.9% | $13,390+106.3% |