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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 | $1,214,100 | $88,754+1267.9% | $81,820+1383.9% | $145,877+732.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 19.45% | 1031.77%-1012.3pp | 777.93%-758.5pp | 551.28%-531.8pp |
| Employer contribution / active EE | $5,667 | $3,085+83.7% | $2,915+94.4% | $4,663+21.5% |
| Participant deferral / active EE | $20,333 | $4,648+337.5% | $4,323+370.4% | $6,691+203.9% |
| Admin fee / account holder | $2,474 | $8,424-70.6% | $7,391-66.5% | $13,402-81.5% |