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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 | $584,489 | $134,817+333.5% | $123,973+371.5% | $155,188+276.6% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.7%-16.7pp | 80.8%-20.8pp |
| Annual return | 16.41% | 515.49%-499.1pp | 388.13%-371.7pp | 148.84%-132.4pp |
| Employer contribution / active EE | $2,099 | $4,425-52.6% | $4,126-49.1% | $4,248-50.6% |
| Participant deferral / active EE | $13,369 | $5,706+134.3% | $5,247+154.8% | $6,531+104.7% |
| Admin fee / account holder | $548 | $13,245-95.9% | $11,799-95.4% | $14,480-96.2% |