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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 | $752,366 | $212,386+254.2% | $199,883+276.4% | $138,895+441.7% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 22.57% | 47.75%-25.2pp | 43.81%-21.2pp | 145.39%-122.8pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,813 | $9,617-8.4% | $9,138-3.6% | $6,396+37.8% |
| Admin fee / account holder | $43,105 | $18,233+136.4% | $17,268+149.6% | $12,562+243.1% |