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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 | $944,331 | $107,941+774.9% | $91,994+926.5% | $152,897+517.6% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.5%-15.8pp |
| Annual return | 21.23% | 89.28%-68.0pp | 69.04%-47.8pp | 345.43%-324.2pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $16,667 | $6,366+161.8% | $5,924+181.3% | $5,851+184.8% |
| Admin fee / account holder | $14,404 | $10,521+36.9% | $7,744+86.0% | $11,599+24.2% |