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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 | $919,122 | $124,346+639.2% | $111,308+725.7% | $167,536+448.6% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 9.63% | 37.45%-27.8pp | 54.67%-45.0pp | 478.82%-469.2pp |
| Employer contribution / active EE | $25,940 | $3,437+654.7% | $2,732+849.6% | $4,839+436.0% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $126,752 | $10,621+1093.4% | $7,965+1491.3% | $12,315+929.3% |