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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 | $619,916 | $211,224+193.5% | $178,505+247.3% | $145,897+324.9% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 14.83% | 30.28%-15.4pp | 27.16%-12.3pp | 552.29%-537.5pp |
| Employer contribution / active EE | $9,241 | $4,577+101.9% | $3,955+133.7% | $4,663+98.2% |
| Participant deferral / active EE | $9,241 | $6,966+32.7% | $6,280+47.1% | $6,689+38.2% |
| Admin fee / account holder | $1,508 | $12,109-87.6% | $10,428-85.5% | $13,390-88.7% |