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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 | $508,929 | $202,460+151.4% | $169,385+200.5% | $139,456+264.9% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 19.30% | 532.07%-512.8pp | 405.82%-386.5pp | 373.45%-354.1pp |
| Employer contribution / active EE | $2,885 | $4,691-38.5% | $4,012-28.1% | $4,753-39.3% |
| Participant deferral / active EE | $11,250 | $6,938+62.2% | $6,221+80.8% | $6,711+67.6% |
| Admin fee / account holder | $716 | $10,719-93.3% | $9,011-92.1% | $11,407-93.7% |