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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 | $658,622 | $165,361+298.3% | $149,715+339.9% | $158,950+314.4% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 9.65% | 348.24%-338.6pp | 276.66%-267.0pp | 302.91%-293.3pp |
| Employer contribution / active EE | $18,750 | $5,103+267.4% | $4,645+303.7% | $4,762+293.7% |
| Participant deferral / active EE | $13,000 | $7,182+81.0% | $6,842+90.0% | $5,983+117.3% |
| Admin fee / account holder | $4,771 | $10,808-55.9% | $9,310-48.8% | $11,248-57.6% |