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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 | $345,533 | $99,011+249.0% | $86,582+299.1% | $147,586+134.1% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 11.78% | 1312.75%-1301.0pp | 965.08%-953.3pp | 578.59%-566.8pp |
| Employer contribution / active EE | $2,411 | $3,132-23.0% | $2,839-15.1% | $4,876-50.6% |
| Participant deferral / active EE | $10,374 | $3,972+161.2% | $3,609+187.5% | $5,439+90.7% |
| Admin fee / account holder | $2,267 | $5,709-60.3% | $4,904-53.8% | $10,886-79.2% |