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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 | $111,814+759.3% | $93,654+925.9% | $145,959+558.3% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 25.89% | 203.30%-177.4pp | 133.34%-107.5pp | 561.95%-536.1pp |
| Employer contribution / active EE | $28,674 | $3,092+827.5% | $2,421+1084.4% | $4,661+515.2% |
| Participant deferral / active EE | $12,447 | $4,914+153.3% | $4,413+182.1% | $6,689+86.1% |
| Admin fee / account holder | $8,046 | $10,246-21.5% | $8,282-2.9% | $13,398-39.9% |