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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 | $539,941 | $183,592+194.1% | $155,574+247.1% | $145,877+270.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 18.59% | 61.37%-42.8pp | 64.87%-46.3pp | 551.28%-532.7pp |
| Employer contribution / active EE | $10,287 | $5,317+93.5% | $4,676+120.0% | $4,663+120.6% |
| Participant deferral / active EE | $9,319 | $6,466+44.1% | $5,629+65.5% | $6,691+39.3% |
| Admin fee / account holder | $4,859 | $19,316-74.8% | $15,914-69.5% | $13,402-63.7% |