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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 | $344,603 | $72,071+378.1% | $68,368+404.0% | $137,256+151.1% |
| Participation rate | 68.2% | 76.2%-8.1pp | 73.8%-5.6pp | 80.0%-11.8pp |
| Annual return | 13.80% | 353.14%-339.3pp | 292.57%-278.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $3,978 | $2,788+42.7% | $2,649+50.2% | $4,156-4.3% |
| Participant deferral / active EE | $6,923 | $4,410+57.0% | $4,123+67.9% | $6,407+8.1% |
| Admin fee / account holder | $38,825 | $5,336+627.7% | $5,150+653.9% | $12,270+216.4% |