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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 | $499,982 | $183,539+172.4% | $155,556+221.4% | $145,897+242.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 15.15% | 61.31%-46.2pp | 64.84%-49.7pp | 552.29%-537.1pp |
| Employer contribution / active EE | $19,056 | $5,315+258.5% | $4,675+307.6% | $4,663+308.7% |
| Participant deferral / active EE | $9,039 | $6,467+39.8% | $5,631+60.5% | $6,689+35.1% |
| Admin fee / account holder | $1,936 | $19,275-90.0% | $15,885-87.8% | $13,390-85.5% |