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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 | $398,557 | $88,815+348.8% | $81,882+386.7% | $145,897+173.2% |
| Participation rate | 68.2% | 75.1%-6.9pp | 72.4%-4.2pp | 80.3%-12.1pp |
| Annual return | 16.74% | 1033.75%-1017.0pp | 779.47%-762.7pp | 552.29%-535.6pp |
| Employer contribution / active EE | $7,813 | $3,086+153.1% | $2,916+167.9% | $4,663+67.6% |
| Participant deferral / active EE | $4,766 | $4,647+2.6% | $4,323+10.2% | $6,689-28.7% |
| Admin fee / account holder | $4,118 | $8,434-51.2% | $7,360-44.0% | $13,390-69.2% |