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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 | $511,674 | $166,268+207.7% | $165,100+209.9% | $145,897+250.7% |
| Participation rate | 26.3% | 82.0%-55.7pp | 78.6%-52.3pp | 80.3%-54.0pp |
| Annual return | 26.73% | 100.52%-73.8pp | 70.21%-43.5pp | 552.29%-525.6pp |
| Employer contribution / active EE | $8,900 | $5,284+68.4% | $4,348+104.7% | $4,663+90.9% |
| Participant deferral / active EE | $2,394 | $6,964-65.6% | $6,035-60.3% | $6,689-64.2% |
| Admin fee / account holder | $157,225 | $16,659+843.8% | $12,696+1138.4% | $13,390+1074.2% |