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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 | $876,252 | $111,878+683.2% | $93,727+834.9% | $145,897+500.6% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 16.51% | 204.28%-187.8pp | 133.83%-117.3pp | 552.29%-535.8pp |
| Employer contribution / active EE | $2,542 | $3,092-17.8% | $2,421+5.0% | $4,663-45.5% |
| Participant deferral / active EE | $20,333 | $4,920+313.2% | $4,417+360.3% | $6,689+204.0% |
| Admin fee / account holder | $2,611 | $10,256-74.5% | $8,292-68.5% | $13,390-80.5% |