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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 | $634,128 | $129,737+388.8% | $119,126+432.3% | $154,746+309.8% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 18.12% | 379.08%-361.0pp | 282.11%-264.0pp | 172.34%-154.2pp |
| Employer contribution / active EE | $2,862 | $4,375-34.6% | $4,034-29.1% | $4,379-34.7% |
| Participant deferral / active EE | $12,400 | $5,842+112.3% | $5,318+133.2% | $6,730+84.2% |
| Admin fee / account holder | $2,373 | $11,961-80.2% | $10,693-77.8% | $14,365-83.5% |