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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 | $159,934+520.9% | $147,005+575.5% | $145,959+580.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.55% | 98.24%-85.7pp | 418.76%-406.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $2,782 | $5,287-47.4% | $4,934-43.6% | $4,661-40.3% |
| Participant deferral / active EE | $24,017 | $8,427+185.0% | $8,070+197.6% | $6,689+259.1% |
| Admin fee / account holder | $13,015 | $15,053-13.5% | $13,006+0.1% | $13,398-2.9% |