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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 | $766,358 | $70,121+992.9% | $63,803+1101.1% | $138,895+451.8% |
| Participation rate | 50.0% | 77.2%-27.2pp | 72.7%-22.7pp | 79.9%-29.9pp |
| Annual return | 18.76% | 946.48%-927.7pp | 543.72%-525.0pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,349 | $2,882-53.2% | $2,532-46.7% | $4,194-67.8% |
| Participant deferral / active EE | $15,577 | $4,535+243.5% | $3,843+305.3% | $6,396+143.5% |
| Admin fee / account holder | $9,662 | $6,738+43.4% | $5,196+85.9% | $12,562-23.1% |