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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 | $601,643 | $160,070+275.9% | $147,117+309.0% | $145,897+312.4% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.8pp |
| Annual return | 11.55% | 98.69%-87.1pp | 420.54%-409.0pp | 552.29%-540.7pp |
| Employer contribution / active EE | $20,756 | $5,285+292.8% | $4,932+320.8% | $4,663+345.2% |
| Participant deferral / active EE | $5,328 | $8,419-36.7% | $8,065-33.9% | $6,689-20.3% |
| Admin fee / account holder | $143,062 | $15,035+851.5% | $12,993+1001.1% | $13,390+968.4% |