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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 | $494,921 | $227,597+117.5% | $189,575+161.1% | $167,536+195.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 15.32% | 78.44%-63.1pp | 64.19%-48.9pp | 478.82%-463.5pp |
| Employer contribution / active EE | $10,951 | $5,316+106.0% | $4,412+148.2% | $4,839+126.3% |
| Participant deferral / active EE | $10,998 | $7,002+57.1% | $6,174+78.1% | $6,342+73.4% |
| Admin fee / account holder | $79,460 | $11,877+569.0% | $9,806+710.3% | $12,315+545.3% |