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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 | $419,433 | $180,749+132.1% | $160,784+160.9% | $137,256+205.6% |
| Participation rate | 69.6% | 80.0%-10.4pp | 77.0%-7.4pp | 80.0%-10.4pp |
| Annual return | 13.17% | 2234.46%-2221.3pp | 1803.92%-1790.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,665 | $6,844+55.8% | $6,293+69.5% | $6,407+66.5% |
| Admin fee / account holder | $7,992 | $10,397-23.1% | $9,717-17.8% | $12,270-34.9% |