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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 | $747,507 | $88,778+742.0% | $81,844+813.3% | $145,884+412.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 17.43% | 1033.03%-1015.6pp | 778.87%-761.4pp | 551.85%-534.4pp |
| Employer contribution / active EE | $3,677 | $3,087+19.1% | $2,916+26.1% | $4,662-21.1% |
| Participant deferral / active EE | $11,493 | $4,648+147.2% | $4,323+165.8% | $6,690+71.8% |
| Admin fee / account holder | $30,945 | $8,430+267.1% | $7,355+320.7% | $13,392+131.1% |