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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 | $392,007 | $88,702+341.9% | $81,780+379.3% | $145,978+168.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 11.59% | 1029.12%-1017.5pp | 776.27%-764.7pp | 550.52%-538.9pp |
| Employer contribution / active EE | $12,212 | $3,084+295.9% | $2,914+319.1% | $4,662+162.0% |
| Participant deferral / active EE | $24,425 | $4,645+425.8% | $4,321+465.3% | $6,690+265.1% |
| Admin fee / account holder | $2,999 | $8,414-64.4% | $7,384-59.4% | $13,400-77.6% |