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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 | $548,630 | $148,623+269.1% | $135,974+303.5% | $139,466+293.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 13.73% | 79.30%-65.6pp | 68.30%-54.6pp | 373.66%-359.9pp |
| Employer contribution / active EE | $4,912 | $5,246-6.4% | $4,859+1.1% | $4,754+3.3% |
| Participant deferral / active EE | $12,267 | $8,103+51.4% | $7,760+58.1% | $6,712+82.8% |
| Admin fee / account holder | $56,944 | $12,406+359.0% | $10,767+428.9% | $11,409+399.1% |