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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 | $575,789 | $198,457+190.1% | $170,435+237.8% | $147,586+290.1% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 12.46% | 257.30%-244.8pp | 205.94%-193.5pp | 578.59%-566.1pp |
| Employer contribution / active EE | $5,500 | $6,183-11.0% | $5,432+1.2% | $4,876+12.8% |
| Participant deferral / active EE | $5,500 | $5,629-2.3% | $4,939+11.3% | $5,439+1.1% |
| Admin fee / account holder | $5,157 | $16,852-69.4% | $13,881-62.8% | $10,886-52.6% |