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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 | $473,110 | $115,917+308.1% | $100,535+370.6% | $158,982+197.6% |
| Participation rate | 60.0% | 81.6%-21.6pp | 79.4%-19.4pp | 82.0%-22.0pp |
| Annual return | 13.65% | 34.80%-21.2pp | 30.90%-17.3pp | 302.99%-289.3pp |
| Employer contribution / active EE | $14,000 | $4,105+241.0% | $3,419+309.5% | $4,763+193.9% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $29,369 | $11,002+167.0% | $8,085+263.3% | $11,252+161.0% |