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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 | $898,453 | $162,136+454.1% | $152,301+489.9% | $154,746+480.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 11.66% | 91.02%-79.4pp | 80.50%-68.8pp | 172.34%-160.7pp |
| Employer contribution / active EE | $1,313 | $4,890-73.2% | $4,624-71.6% | $4,379-70.0% |
| Participant deferral / active EE | $3,750 | $8,341-55.0% | $8,004-53.1% | $6,730-44.3% |
| Admin fee / account holder | $6,568 | $15,759-58.3% | $14,398-54.4% | $14,365-54.3% |