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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 | $111,878+523.9% | $93,727+644.8% | $145,897+378.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 15.40% | 204.28%-188.9pp | 133.83%-118.4pp | 552.29%-536.9pp |
| Employer contribution / active EE | $1,600 | $3,092-48.3% | $2,421-33.9% | $4,663-65.7% |
| Participant deferral / active EE | $5,333 | $4,920+8.4% | $4,417+20.7% | $6,689-20.3% |
| Admin fee / account holder | $7,590 | $10,256-26.0% | $8,292-8.5% | $13,390-43.3% |