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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 | $643,686 | $160,070+302.1% | $147,117+337.5% | $145,897+341.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.43% | 98.69%-86.3pp | 420.54%-408.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $1,206 | $5,285-77.2% | $4,932-75.5% | $4,663-74.1% |
| Participant deferral / active EE | $11,496 | $8,419+36.5% | $8,065+42.5% | $6,689+71.9% |
| Admin fee / account holder | $35,637 | $15,035+137.0% | $12,993+174.3% | $13,390+166.1% |