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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% | $155,574+207.0% | $145,877+227.4% |
| Participation rate | 61.5% | 82.7%-21.2pp | 78.2%-16.7pp | 80.3%-18.8pp |
| Annual return | 17.67% | 61.37%-43.7pp | 64.87%-47.2pp | 551.28%-533.6pp |
| Employer contribution / active EE | $28,970 | $5,317+444.9% | $4,676+519.6% | $4,663+521.3% |
| Participant deferral / active EE | $15,074 | $6,466+133.1% | $5,629+167.8% | $6,691+125.3% |
| Admin fee / account holder | $179,006 | $19,316+826.7% | $15,914+1024.8% | $13,402+1235.6% |