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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 | $987,291 | $100,279+884.5% | $81,353+1113.6% | $145,884+576.8% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 15.55% | 34.49%-18.9pp | 24.82%-9.3pp | 551.85%-536.3pp |
| Employer contribution / active EE | $12,500 | $2,979+319.6% | $2,464+407.3% | $4,662+168.1% |
| Participant deferral / active EE | $0 | $4,611-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,177 | $8,206-12.5% | $5,766+24.5% | $13,392-46.4% |