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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 | $475,526 | $175,257+171.3% | $149,717+217.6% | $139,456+241.0% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 15.40% | 166.70%-151.3pp | 134.41%-119.0pp | 373.45%-358.1pp |
| Employer contribution / active EE | $1,852 | $5,477-66.2% | $4,820-61.6% | $4,753-61.0% |
| Participant deferral / active EE | $6,423 | $6,521-1.5% | $5,682+13.0% | $6,711-4.3% |
| Admin fee / account holder | $87,106 | $16,156+439.2% | $13,213+559.3% | $11,407+663.6% |