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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 | $754,485 | $148,623+407.6% | $135,974+454.9% | $139,466+441.0% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 20.23% | 79.30%-59.1pp | 68.30%-48.1pp | 373.66%-353.4pp |
| Employer contribution / active EE | $19,837 | $5,246+278.1% | $4,859+308.3% | $4,754+317.3% |
| Participant deferral / active EE | $11,757 | $8,103+45.1% | $7,760+51.5% | $6,712+75.2% |
| Admin fee / account holder | $260,073 | $12,406+1996.4% | $10,767+2315.6% | $11,409+2179.6% |