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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 | $804,921 | $108,897+639.2% | $100,378+701.9% | $145,877+451.8% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 15.33% | 58.17%-42.8pp | 49.41%-34.1pp | 551.28%-536.0pp |
| Employer contribution / active EE | $23,000 | $4,420+420.4% | $3,942+483.5% | $4,663+393.3% |
| Participant deferral / active EE | $11,500 | $8,455+36.0% | $8,087+42.2% | $6,691+71.9% |
| Admin fee / account holder | $8,335 | $9,690-14.0% | $7,899+5.5% | $13,402-37.8% |