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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 | $803,780 | $124,336+546.5% | $111,303+622.2% | $167,518+379.8% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 20.72% | 37.45%-16.7pp | 54.66%-33.9pp | 478.71%-458.0pp |
| Employer contribution / active EE | $1,990 | $3,436-42.1% | $2,731-27.1% | $4,838-58.9% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $486 | $10,623-95.4% | $7,966-93.9% | $12,312-96.1% |