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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 | $592,142 | $88,702+567.6% | $81,780+624.1% | $145,978+305.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 12.92% | 1029.12%-1016.2pp | 776.27%-763.3pp | 550.52%-537.6pp |
| Employer contribution / active EE | $689 | $3,084-77.7% | $2,914-76.4% | $4,662-85.2% |
| Participant deferral / active EE | $8,825 | $4,645+90.0% | $4,321+104.2% | $6,690+31.9% |
| Admin fee / account holder | $4,597 | $8,414-45.4% | $7,384-37.7% | $13,400-65.7% |