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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 | $791,364 | $201,259+293.2% | $184,200+329.6% | $145,959+442.2% |
| Participation rate | 25.0% | 87.5%-62.5pp | 86.8%-61.8pp | 80.3%-55.3pp |
| Annual return | 20.24% | 28.98%-8.7pp | 28.80%-8.6pp | 561.95%-541.7pp |
| Employer contribution / active EE | $3,450 | $7,018-50.8% | $6,424-46.3% | $4,661-26.0% |
| Participant deferral / active EE | $5,750 | $9,806-41.4% | $9,132-37.0% | $6,689-14.0% |
| Admin fee / account holder | $376 | $16,372-97.7% | $13,907-97.3% | $13,398-97.2% |