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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 | $393,430 | $148,623+164.7% | $135,974+189.3% | $139,466+182.1% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 14.51% | 79.30%-64.8pp | 68.30%-53.8pp | 373.66%-359.2pp |
| Employer contribution / active EE | $16,502 | $5,246+214.5% | $4,859+239.6% | $4,754+247.1% |
| Participant deferral / active EE | $10,994 | $8,103+35.7% | $7,760+41.7% | $6,712+63.8% |
| Admin fee / account holder | $25,070 | $12,406+102.1% | $10,767+132.9% | $11,409+119.7% |