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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 | $494,610 | $180,749+173.6% | $160,784+207.6% | $137,256+260.4% |
| Participation rate | 64.3% | 80.0%-15.7pp | 77.0%-12.7pp | 80.0%-15.7pp |
| Annual return | 11.04% | 2234.46%-2223.4pp | 1803.92%-1792.9pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,414 | $4,155-41.9% | $3,733-35.3% | $4,156-41.9% |
| Participant deferral / active EE | $14,082 | $6,844+105.7% | $6,293+123.8% | $6,407+119.8% |
| Admin fee / account holder | $23,432 | $10,397+125.4% | $9,717+141.1% | $12,270+91.0% |