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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 | $407,253 | $228,395+78.3% | $185,861+119.1% | $158,982+156.2% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 13.78% | 40.82%-27.0pp | 35.96%-22.2pp | 302.99%-289.2pp |
| Employer contribution / active EE | $18,077 | $4,968+263.9% | $4,088+342.2% | $4,763+279.5% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $490,584 | $11,869+4033.3% | $9,503+5062.2% | $11,252+4260.1% |