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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 | $504,414 | $138,102+265.2% | $125,381+302.3% | $134,532+274.9% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | 10.17% | 750.73%-740.6pp | 572.31%-562.1pp | 418.27%-408.1pp |
| Employer contribution / active EE | $2,500 | $5,245-52.3% | $4,815-48.1% | $4,741-47.3% |
| Participant deferral / active EE | $16,605 | $7,801+112.9% | $7,448+123.0% | $6,401+159.4% |
| Admin fee / account holder | $116,327 | $11,568+905.6% | $10,007+1062.4% | $11,429+917.9% |