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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 | $797,818 | $160,070+398.4% | $147,117+442.3% | $145,897+446.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 19.56% | 98.69%-79.1pp | 420.54%-401.0pp | 552.29%-532.7pp |
| Employer contribution / active EE | $1,580 | $5,285-70.1% | $4,932-68.0% | $4,663-66.1% |
| Participant deferral / active EE | $5,500 | $8,419-34.7% | $8,065-31.8% | $6,689-17.8% |
| Admin fee / account holder | $5,769 | $15,035-61.6% | $12,993-55.6% | $13,390-56.9% |