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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 | $622,897 | $217,427+186.5% | $185,837+235.2% | $167,518+271.8% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 9.07% | 148.39%-139.3pp | 122.08%-113.0pp | 478.71%-469.6pp |
| Employer contribution / active EE | $19,250 | $5,874+227.7% | $5,168+272.5% | $4,838+297.9% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,568+133.5% | $6,342+105.0% |
| Admin fee / account holder | $13,145 | $19,816-33.7% | $16,241-19.1% | $12,312+6.8% |