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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 | $709,612 | $88,815+699.0% | $81,882+766.6% | $145,897+386.4% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 18.14% | 1033.75%-1015.6pp | 779.47%-761.3pp | 552.29%-534.1pp |
| Employer contribution / active EE | $2,876 | $3,086-6.8% | $2,916-1.4% | $4,663-38.3% |
| Participant deferral / active EE | $12,151 | $4,647+161.5% | $4,323+181.1% | $6,689+81.6% |
| Admin fee / account holder | $2,209 | $8,434-73.8% | $7,360-70.0% | $13,390-83.5% |