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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 | $413,188 | $148,623+178.0% | $135,974+203.9% | $139,466+196.3% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 14.16% | 79.30%-65.1pp | 68.30%-54.1pp | 373.66%-359.5pp |
| Employer contribution / active EE | $6,365 | $5,246+21.3% | $4,859+31.0% | $4,754+33.9% |
| Participant deferral / active EE | $14,773 | $8,103+82.3% | $7,760+90.4% | $6,712+120.1% |
| Admin fee / account holder | $229,399 | $12,406+1749.1% | $10,767+2030.7% | $11,409+1910.7% |