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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 | $838,697 | $159,978+424.3% | $147,041+470.4% | $145,978+474.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.20% | 98.36%-82.2pp | 419.21%-403.0pp | 550.52%-534.3pp |
| Employer contribution / active EE | $10,417 | $5,288+97.0% | $4,935+111.1% | $4,662+123.4% |
| Participant deferral / active EE | $20,333 | $8,429+141.2% | $8,071+151.9% | $6,690+204.0% |
| Admin fee / account holder | $7,542 | $15,053-49.9% | $13,006-42.0% | $13,400-43.7% |