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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 | $376,617 | $88,778+324.2% | $81,844+360.2% | $145,884+158.2% |
| Participation rate | 69.2% | 75.1%-5.8pp | 72.4%-3.2pp | 80.3%-11.1pp |
| Annual return | 13.33% | 1033.03%-1019.7pp | 778.87%-765.5pp | 551.85%-538.5pp |
| Employer contribution / active EE | $11,558 | $3,087+274.4% | $2,916+296.3% | $4,662+147.9% |
| Participant deferral / active EE | $11,610 | $4,648+149.8% | $4,323+168.5% | $6,690+73.6% |
| Admin fee / account holder | $2,333 | $8,430-72.3% | $7,355-68.3% | $13,392-82.6% |