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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 | $634,924 | $154,228+311.7% | $145,433+336.6% | $137,256+362.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 21.06% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $12,670 | $4,804+163.7% | $4,554+178.2% | $4,156+204.8% |
| Participant deferral / active EE | $13,500 | $8,216+64.3% | $7,897+70.9% | $6,407+110.7% |
| Admin fee / account holder | $218,544 | $14,344+1423.6% | $13,129+1564.6% | $12,270+1681.1% |