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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 | $677,305 | $157,304+330.6% | $141,197+379.7% | $152,909+342.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 20.07% | 64.34%-44.3pp | 71.41%-51.3pp | 345.46%-325.4pp |
| Employer contribution / active EE | $25,159 | $5,263+378.1% | $4,736+431.2% | $4,764+428.1% |
| Participant deferral / active EE | $15,921 | $7,111+123.9% | $6,710+137.3% | $5,851+172.1% |
| Admin fee / account holder | $549 | $12,126-95.5% | $10,265-94.6% | $11,601-95.3% |