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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 | $746,762 | $70,366+961.3% | $66,674+1020.0% | $138,895+437.6% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 18.15% | 386.41%-368.3pp | 321.24%-303.1pp | 145.39%-127.2pp |
| Employer contribution / active EE | $1,948 | $2,765-29.6% | $2,620-25.7% | $4,194-53.6% |
| Participant deferral / active EE | $3,712 | $4,374-15.1% | $4,084-9.1% | $6,396-42.0% |
| Admin fee / account holder | $416 | $5,262-92.1% | $5,098-91.8% | $12,562-96.7% |