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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 | $457,530 | $88,710+415.8% | $81,783+459.4% | $145,959+213.5% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 12.90% | 1027.26%-1014.4pp | 775.05%-762.2pp | 561.95%-549.1pp |
| Employer contribution / active EE | $867 | $3,083-71.9% | $2,913-70.2% | $4,661-81.4% |
| Participant deferral / active EE | $12,725 | $4,645+174.0% | $4,320+194.5% | $6,689+90.3% |
| Admin fee / account holder | $5,398 | $8,407-35.8% | $7,380-26.9% | $13,398-59.7% |