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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 | $721,552 | $159,978+351.0% | $147,041+390.7% | $145,978+394.3% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 12.43% | 98.36%-85.9pp | 419.21%-406.8pp | 550.52%-538.1pp |
| Employer contribution / active EE | $13,520 | $5,288+155.7% | $4,935+174.0% | $4,662+190.0% |
| Participant deferral / active EE | $40,982 | $8,429+386.2% | $8,071+407.8% | $6,690+512.6% |
| Admin fee / account holder | $5,578 | $15,053-62.9% | $13,006-57.1% | $13,400-58.4% |