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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 | $510,321 | $69,118+638.3% | $53,647+851.3% | $138,895+267.4% |
| Participation rate | 66.7% | 64.0%+2.7pp | 56.3%+10.4pp | 79.9%-13.3pp |
| Annual return | 14.05% | 248.26%-234.2pp | 358.33%-344.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $2,598 | $1,189+118.4% | $962+170.1% | $4,194-38.1% |
| Participant deferral / active EE | $10,083 | $2,274+343.4% | $1,813+456.1% | $6,396+57.6% |
| Admin fee / account holder | $10,738 | $2,724+294.2% | $2,460+336.5% | $12,562-14.5% |