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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 | $159,978+278.1% | $147,041+311.4% | $145,978+314.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.19% | 98.36%-88.2pp | 419.21%-409.0pp | 550.52%-540.3pp |
| Employer contribution / active EE | $6,019 | $5,288+13.8% | $4,935+22.0% | $4,662+29.1% |
| Participant deferral / active EE | $17,667 | $8,429+109.6% | $8,071+118.9% | $6,690+164.1% |
| Admin fee / account holder | $110,851 | $15,053+636.4% | $13,006+752.3% | $13,400+727.2% |