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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 | $514,704 | $108,912+372.6% | $100,383+412.7% | $145,959+252.6% |
| Participation rate | 25.0% | 83.0%-58.0pp | 81.5%-56.5pp | 80.3%-55.3pp |
| Annual return | 22.60% | 57.96%-35.4pp | 49.26%-26.7pp | 561.95%-539.4pp |
| Employer contribution / active EE | $7,886 | $4,423+78.3% | $3,944+100.0% | $4,661+69.2% |
| Participant deferral / active EE | $13,987 | $8,451+65.5% | $8,086+73.0% | $6,689+109.1% |
| Admin fee / account holder | $3,034 | $9,690-68.7% | $7,900-61.6% | $13,398-77.4% |