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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 | $998,967 | $107,363+830.5% | $92,909+975.2% | $152,897+553.4% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 20.33% | 145.63%-125.3pp | 109.44%-89.1pp | 345.43%-325.1pp |
| Employer contribution / active EE | $16,859 | $4,222+299.3% | $3,653+361.5% | $4,764+253.9% |
| Participant deferral / active EE | $20,739 | $4,848+327.8% | $4,238+389.4% | $5,851+254.4% |
| Admin fee / account holder | $11,642 | $7,082+64.4% | $5,795+100.9% | $11,599+0.4% |