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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 | $603,453 | $159,978+277.2% | $147,041+310.4% | $145,978+313.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 18.61% | 98.36%-79.8pp | 419.21%-400.6pp | 550.52%-531.9pp |
| Employer contribution / active EE | $2,185 | $5,288-58.7% | $4,935-55.7% | $4,662-53.1% |
| Participant deferral / active EE | $12,200 | $8,429+44.7% | $8,071+51.2% | $6,690+82.4% |
| Admin fee / account holder | $4,262 | $15,053-71.7% | $13,006-67.2% | $13,400-68.2% |