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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 | $108,942+638.9% | $100,415+701.6% | $145,897+451.7% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 15.33% | 58.27%-42.9pp | 49.47%-34.1pp | 552.29%-537.0pp |
| Employer contribution / active EE | $23,000 | $4,422+420.1% | $3,943+483.3% | $4,663+393.3% |
| Participant deferral / active EE | $11,500 | $8,461+35.9% | $8,091+42.1% | $6,689+71.9% |
| Admin fee / account holder | $8,335 | $9,702-14.1% | $7,906+5.4% | $13,390-37.8% |