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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 | $543,924 | $100,895+439.1% | $90,430+501.5% | $158,950+242.2% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.7%-3.9pp | 82.0%-13.2pp |
| Annual return | 19.31% | 1725.54%-1706.2pp | 1293.73%-1274.4pp | 302.91%-283.6pp |
| Employer contribution / active EE | $3,565 | $3,689-3.3% | $3,262+9.3% | $4,762-25.1% |
| Participant deferral / active EE | $9,181 | $4,347+111.2% | $3,963+131.7% | $5,983+53.5% |
| Admin fee / account holder | $99,144 | $6,505+1424.1% | $5,613+1666.2% | $11,248+781.4% |