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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 | $817,077 | $183,516+345.2% | $155,534+425.3% | $145,884+460.1% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 23.37% | 61.43%-38.1pp | 64.92%-41.5pp | 551.85%-528.5pp |
| Employer contribution / active EE | $2,236 | $5,315-57.9% | $4,675-52.2% | $4,662-52.0% |
| Participant deferral / active EE | $4,948 | $6,467-23.5% | $5,630-12.1% | $6,690-26.0% |
| Admin fee / account holder | $27,627 | $19,293+43.2% | $15,900+73.8% | $13,392+106.3% |