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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 | $612,033 | $159,978+282.6% | $147,041+316.2% | $145,978+319.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 17.71% | 98.36%-80.7pp | 419.21%-401.5pp | 550.52%-532.8pp |
| Employer contribution / active EE | $2,400 | $5,288-54.6% | $4,935-51.4% | $4,662-48.5% |
| Participant deferral / active EE | $20,000 | $8,429+137.3% | $8,071+147.8% | $6,690+199.0% |
| Admin fee / account holder | $5,641 | $15,053-62.5% | $13,006-56.6% | $13,400-57.9% |