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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 | $992,992 | $160,070+520.3% | $147,117+575.0% | $145,897+580.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.55% | 98.69%-86.1pp | 420.54%-408.0pp | 552.29%-539.7pp |
| Employer contribution / active EE | $2,782 | $5,285-47.4% | $4,932-43.6% | $4,663-40.3% |
| Participant deferral / active EE | $24,017 | $8,419+185.3% | $8,065+197.8% | $6,689+259.0% |
| Admin fee / account holder | $13,015 | $15,035-13.4% | $12,993+0.2% | $13,390-2.8% |