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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 | $111,787+759.5% | $93,681+925.6% | $145,978+558.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 25.89% | 203.52%-177.6pp | 133.47%-107.6pp | 550.52%-524.6pp |
| Employer contribution / active EE | $28,674 | $3,093+826.9% | $2,422+1083.8% | $4,662+515.1% |
| Participant deferral / active EE | $12,447 | $4,918+153.1% | $4,415+181.9% | $6,690+86.1% |
| Admin fee / account holder | $8,046 | $10,256-21.5% | $8,290-2.9% | $13,400-40.0% |