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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 | $698,047 | $111,814+524.3% | $93,654+645.3% | $145,959+378.2% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 15.40% | 203.30%-187.9pp | 133.34%-117.9pp | 561.95%-546.5pp |
| Employer contribution / active EE | $1,600 | $3,092-48.2% | $2,421-33.9% | $4,661-65.7% |
| Participant deferral / active EE | $5,333 | $4,914+8.5% | $4,413+20.9% | $6,689-20.3% |
| Admin fee / account holder | $7,590 | $10,246-25.9% | $8,282-8.4% | $13,398-43.4% |