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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 | $552,851 | $159,978+245.6% | $147,041+276.0% | $145,978+278.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.75% | 98.36%-83.6pp | 419.21%-404.5pp | 550.52%-535.8pp |
| Employer contribution / active EE | $1,666 | $5,288-68.5% | $4,935-66.2% | $4,662-64.3% |
| Participant deferral / active EE | $10,167 | $8,429+20.6% | $8,071+26.0% | $6,690+52.0% |
| Admin fee / account holder | $1,544 | $15,053-89.7% | $13,006-88.1% | $13,400-88.5% |