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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 | $196,972+222.3% | $182,262+248.4% | $198,609+219.7% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 21.06% | 158.27%-137.2pp | 140.60%-119.5pp | 202.70%-181.6pp |
| Employer contribution / active EE | $12,670 | $5,364+136.2% | $5,046+151.1% | $5,055+150.6% |
| Participant deferral / active EE | $13,500 | $8,643+56.2% | $8,276+63.1% | $6,977+93.5% |
| Admin fee / account holder | $218,544 | $18,429+1085.9% | $16,712+1207.7% | $19,030+1048.4% |