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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 | $635,022 | $165,361+284.0% | $149,715+324.2% | $158,950+299.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 13.10% | 348.24%-335.1pp | 276.66%-263.6pp | 302.91%-289.8pp |
| Employer contribution / active EE | $3,462 | $5,103-32.2% | $4,645-25.5% | $4,762-27.3% |
| Participant deferral / active EE | $9,361 | $7,182+30.3% | $6,842+36.8% | $5,983+56.5% |
| Admin fee / account holder | $20,988 | $10,808+94.2% | $9,310+125.4% | $11,248+86.6% |