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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 | $635,960 | $160,070+297.3% | $147,117+332.3% | $145,897+335.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.35% | 98.69%-84.3pp | 420.54%-406.2pp | 552.29%-537.9pp |
| Employer contribution / active EE | $21,560 | $5,285+308.0% | $4,932+337.1% | $4,663+362.4% |
| Participant deferral / active EE | $15,250 | $8,419+81.1% | $8,065+89.1% | $6,689+128.0% |
| Admin fee / account holder | $3,107 | $15,035-79.3% | $12,993-76.1% | $13,390-76.8% |