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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 | $908,038 | $183,516+394.8% | $155,534+483.8% | $145,884+522.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 9.84% | 61.43%-51.6pp | 64.92%-55.1pp | 551.85%-542.0pp |
| Employer contribution / active EE | $33,082 | $5,315+522.5% | $4,675+607.7% | $4,662+609.6% |
| Participant deferral / active EE | $9,749 | $6,467+50.8% | $5,630+73.2% | $6,690+45.7% |
| Admin fee / account holder | $124,471 | $19,293+545.1% | $15,900+682.8% | $13,392+829.5% |