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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 | $868,595 | $96,361+801.4% | $80,607+977.6% | $139,456+522.8% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 14.44% | 1350.95%-1336.5pp | 936.11%-921.7pp | 373.45%-359.0pp |
| Employer contribution / active EE | $832 | $3,262-74.5% | $2,724-69.5% | $4,753-82.5% |
| Participant deferral / active EE | $18,000 | $5,232+244.1% | $4,448+304.7% | $6,711+168.2% |
| Admin fee / account holder | $3,840 | $6,601-41.8% | $5,379-28.6% | $11,407-66.3% |