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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 | $960,802 | $111,785+759.5% | $93,669+925.7% | $145,877+558.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 25.89% | 203.79%-177.9pp | 133.59%-107.7pp | 551.28%-525.4pp |
| Employer contribution / active EE | $28,674 | $3,096+826.2% | $2,424+1083.1% | $4,663+514.9% |
| Participant deferral / active EE | $12,447 | $4,919+153.1% | $4,416+181.9% | $6,691+86.0% |
| Admin fee / account holder | $8,046 | $10,256-21.5% | $8,291-3.0% | $13,402-40.0% |