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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 | $549,119 | $208,088+163.9% | $186,193+194.9% | $154,746+254.9% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 21.43% | 89.97%-68.5pp | 78.03%-56.6pp | 172.34%-150.9pp |
| Employer contribution / active EE | $13,442 | $4,340+209.7% | $3,918+243.1% | $4,379+206.9% |
| Participant deferral / active EE | $17,922 | $7,078+153.2% | $6,513+175.2% | $6,730+166.3% |
| Admin fee / account holder | $489 | $11,698-95.8% | $11,058-95.6% | $14,365-96.6% |