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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 | $477,604 | $183,592+160.1% | $155,567+207.0% | $145,959+227.2% |
| Participation rate | 61.5% | 82.7%-21.1pp | 78.2%-16.7pp | 80.3%-18.7pp |
| Annual return | 17.67% | 61.24%-43.6pp | 64.74%-47.1pp | 561.95%-544.3pp |
| Employer contribution / active EE | $28,970 | $5,315+445.1% | $4,674+519.8% | $4,661+521.6% |
| Participant deferral / active EE | $15,074 | $6,464+133.2% | $5,628+167.8% | $6,689+125.4% |
| Admin fee / account holder | $179,006 | $19,318+826.6% | $15,916+1024.7% | $13,398+1236.1% |