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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 | $818,041 | $162,136+404.5% | $152,301+437.1% | $154,746+428.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 26.59% | 91.02%-64.4pp | 80.50%-53.9pp | 172.34%-145.7pp |
| Employer contribution / active EE | $1,472 | $4,890-69.9% | $4,624-68.2% | $4,379-66.4% |
| Participant deferral / active EE | $15,003 | $8,341+79.9% | $8,004+87.5% | $6,730+122.9% |
| Admin fee / account holder | $10,360 | $15,759-34.3% | $14,398-28.0% | $14,365-27.9% |