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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 | $88,710+567.5% | $81,783+624.0% | $145,959+305.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 12.92% | 1027.26%-1014.3pp | 775.05%-762.1pp | 561.95%-549.0pp |
| Employer contribution / active EE | $689 | $3,083-77.7% | $2,913-76.3% | $4,661-85.2% |
| Participant deferral / active EE | $8,825 | $4,645+90.0% | $4,320+104.3% | $6,689+31.9% |
| Admin fee / account holder | $4,597 | $8,407-45.3% | $7,380-37.7% | $13,398-65.7% |