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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 | $793,975 | $100,073+693.4% | $85,126+832.7% | $145,877+444.3% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 10.01% | 84.11%-74.1pp | 66.63%-56.6pp | 551.28%-541.3pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $20,333 | $5,294+284.1% | $4,523+349.5% | $6,691+203.9% |
| Admin fee / account holder | $4,611 | $7,261-36.5% | $6,160-25.1% | $13,402-65.6% |