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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 | $773,500 | $72,273+970.3% | $101,275+663.8% | $79,856+868.6% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | 246.94% | 22.30%+224.6pp | 46.48%+200.5pp | 31.71%+215.2pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,059 | $3,282+176.1% | $4,371+107.3% | $3,741+142.2% |
| Admin fee / account holder | $24,625 | $4,401+459.5% | $5,948+314.0% | $5,306+364.1% |