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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 | $819,299 | $212,386+285.8% | $199,883+309.9% | $138,895+489.9% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.8%-24.3pp | 79.9%-17.4pp |
| Annual return | 18.58% | 47.75%-29.2pp | 43.81%-25.2pp | 145.39%-126.8pp |
| Employer contribution / active EE | $12,970 | $6,625+95.8% | $6,261+107.1% | $4,194+209.2% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,820 | $18,233-68.1% | $17,268-66.3% | $12,562-53.7% |