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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 | $888,858 | $176,105+404.7% | $159,474+457.4% | $167,536+430.5% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 14.55% | 331.91%-317.4pp | 263.68%-249.1pp | 478.82%-464.3pp |
| Employer contribution / active EE | $13,577 | $5,299+156.2% | $4,831+181.1% | $4,839+180.6% |
| Participant deferral / active EE | $9,411 | $7,751+21.4% | $7,353+28.0% | $6,342+48.4% |
| Admin fee / account holder | $3,894 | $12,559-69.0% | $10,802-64.0% | $12,315-68.4% |