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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 | $700,531 | $108,942+543.0% | $100,415+597.6% | $145,897+380.2% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 20.44% | 58.27%-37.8pp | 49.47%-29.0pp | 552.29%-531.8pp |
| Employer contribution / active EE | $2,853 | $4,422-35.5% | $3,943-27.6% | $4,663-38.8% |
| Participant deferral / active EE | $14,568 | $8,461+72.2% | $8,091+80.0% | $6,689+117.8% |
| Admin fee / account holder | $3,835 | $9,702-60.5% | $7,906-51.5% | $13,390-71.4% |