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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 | $829,818 | $165,381+401.8% | $149,730+454.2% | $158,966+422.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 10.35% | 348.29%-337.9pp | 276.70%-266.4pp | 302.95%-292.6pp |
| Employer contribution / active EE | $10,000 | $5,104+95.9% | $4,645+115.3% | $4,762+110.0% |
| Participant deferral / active EE | $9,750 | $7,182+35.8% | $6,843+42.5% | $5,983+63.0% |
| Admin fee / account holder | $259,899 | $10,809+2304.4% | $9,310+2691.5% | $11,250+2210.2% |