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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 | $604,930 | $160,070+277.9% | $147,117+311.2% | $145,897+314.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.19% | 98.69%-88.5pp | 420.54%-410.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $6,019 | $5,285+13.9% | $4,932+22.0% | $4,663+29.1% |
| Participant deferral / active EE | $17,667 | $8,419+109.8% | $8,065+119.1% | $6,689+164.1% |
| Admin fee / account holder | $110,851 | $15,035+637.3% | $12,993+753.2% | $13,390+727.8% |