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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 | $731,142 | $176,402+314.5% | $134,162+445.0% | $158,982+359.9% |
| Participation rate | 66.7% | 78.7%-12.1pp | 72.2%-5.5pp | 82.0%-15.3pp |
| Annual return | 14.68% | 63.66%-49.0pp | 36.35%-21.7pp | 302.99%-288.3pp |
| Employer contribution / active EE | $7,010 | $5,042+39.0% | $3,705+89.2% | $4,763+47.2% |
| Participant deferral / active EE | $13,000 | $4,093+217.6% | $3,500+271.5% | $5,983+117.3% |
| Admin fee / account holder | $5,870 | $8,719-32.7% | $6,685-12.2% | $11,252-47.8% |