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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 | $315,992 | $88,815+255.8% | $81,882+285.9% | $145,897+116.6% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 11.86% | 1033.75%-1021.9pp | 779.47%-767.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,200 | $4,647+98.0% | $4,323+112.8% | $6,689+37.5% |
| Admin fee / account holder | $6,907 | $8,434-18.1% | $7,360-6.1% | $13,390-48.4% |