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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 | $879,173 | $181,062+385.6% | $158,223+455.7% | $155,188+466.5% |
| Participation rate | 33.3% | 82.7%-49.3pp | 79.2%-45.9pp | 80.8%-47.5pp |
| Annual return | 15.03% | 57.39%-42.4pp | 52.09%-37.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $13,242 | $4,565+190.1% | $4,109+222.3% | $4,248+211.7% |
| Participant deferral / active EE | $10,333 | $6,134+68.4% | $5,467+89.0% | $6,531+58.2% |
| Admin fee / account holder | $7,778 | $18,825-58.7% | $16,047-51.5% | $14,480-46.3% |