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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 | $753,556 | $208,088+262.1% | $186,193+304.7% | $154,746+387.0% |
| Participation rate | 46.2% | 80.0%-33.8pp | 77.1%-31.0pp | 80.7%-34.5pp |
| Annual return | 16.19% | 89.97%-73.8pp | 78.03%-61.8pp | 172.34%-156.2pp |
| Employer contribution / active EE | $8,845 | $4,340+103.8% | $3,918+125.7% | $4,379+102.0% |
| Participant deferral / active EE | $9,089 | $7,078+28.4% | $6,513+39.5% | $6,730+35.0% |
| Admin fee / account holder | $1,976 | $11,698-83.1% | $11,058-82.1% | $14,365-86.2% |